Probate, Estate and Trust Administration

We advise fiduciaries charged with the administration of estates and trusts.  With respect to decedents’ estates, we guide fiduciaries through the probate process, appearing in court as required and assist in the collection and transfer of assets and resolution of claims, as well as the implementation of the decedent’s estate plan.  We prepare any required state and federal estate and inheritance tax returns and work in partnership with the estate’s accountants to ensure that fiduciary income tax matters are handled in the most advantageous manner possible.

We design and implement post-mortem planning techniques that are tailored to a client’s circumstances and are aimed at the minimization and deferral of future estate taxes and the estate’s income tax liabilities.

We administer trusts that vary in size and complexity.  This includes both trusts created upon the death of a client and trusts created by our clients during their lifetimes to implement their estate plans or specific family planning objectives.