Trusts & Estates Administration
We represent both corporate and individual executors, personal representatives, trustees and other fiduciaries in connection with the administration of trusts and probate estates.
Our attorneys realize that clients need administration services at an emotionally trying time. We guide clients through difficult decisions and provide for an orderly distribution of wealth. The Trusts & Estates Group handles the following administration matters:
- Probate of wills, including filing all court documents for probate and appointment of executors
- Collection and valuation of assets
- Distribution of estate assets to beneficiaries
- Advice in connection with distributions from IRAs and other retirement plans
- Preparation and filing of estate, inheritance, succession and fiduciary income tax returns
- Post-mortem tax-planning advice, including preparation of disclaimers and advice in connection with post-mortem tax elections
- Selection, resignation and removal of trustees
- Allowance of accounts of executors and trustees
- Discretionary distribution decisions
- Creditor claims
- Homestead and real estate
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