Probate and Trust Administration
Government SquareWe assist executors and trustees with all aspects of estate and trust administration from completion of probate proceedings to filing estate tax returns. Fiduciaries of trusts and estates must navigate increasingly complex tax laws and uniform trust and probate codes in multiple jurisdictions while fulfilling fiduciary obligations to all beneficiaries. We counsel private and professional fiduciaries as they confront these complicated issues involving trust and estate administration. We assist our clients with:
- Filing estate tax and fiduciary income tax returns
- Accounting for assets under management
- Responding to claims by beneficiaries and creditors
- Interpreting and following directions set forth in the will or trust
- Preparing necessary court filings
- Risk management
- Representation in litigated and contested matters
- Compliance with uniform trust code and other applicable laws
- Implementation of private settlement agreements
- Analyzing options available for payment of estate tax
