Estate and Trust Administration

In the Estate and Trust Administration practice, counsel and representation is provided to executors,personal representatives, trustees and beneficiaries on various issues, including the proper settlement of estates and administration of trusts.

In guiding clients through the process, we provide clear explanations of all legal requirements and filings. We are responsive to each client's unique situation and develop appropriate plans and strategies to facilitate the proceedings.We work diligently towards prompt settlement of the estate and the distribution of assets. In all matters, we emphasize regular communication to all involved to reduce the likelihood of conflict.

Services we regularly provide for clients in this practice area include commencing probate proceedings, advising clients regarding the valuation and taxation of property interests, assisting with the evaluation and orderly payment of claims, advising clients regarding title issues and the proper disposition and distribution of assets, assisting with trust funding, providing trustee representation, preparing inheritance tax returns, and closing of the proceedings.

All estate and trust administration matters are handled with the utmost sensitivity and empathy to minimize the emotional strain on family members in often very difficult circumstances.