Probate & Trust Administration

Losing a loved one can be traumatic, and families need assistance with the practical and legal issues that a death can bring. We work with executors, personal representatives, trustees, and other fiduciaries in all aspects of estate and trust administration. We strive to complete the process in a timely manner, while minimizing family disharmony.

Our services include:

  • Advice regarding the terms of the decedent’s will and trusts
  • Advice regarding the trustee’s duties to the beneficiaries and the applicable laws related to ongoing investments and distributions
  • Preparation and filing of all necessary probate court filings
  • Postmortem planning, including effective use of tax elections and disclaimers
  • Advice with respect to any disputes among estate beneficiaries or between beneficiaries and the executor
  • Postmortem planning for non-U.S. citizen spouses
  • Review of all federal and estate tax returns
  • Review of all federal and state fiduciary income tax returns