Administration.

We 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, the Uniform Trust Code, and other applicable law 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 also advise agents serving in fiduciary roles.

We assist our clients with:

Risk management
Representation in litigated and contested matters
Filing estate tax returns
Accounting for assets under management
Reporting to beneficiaries
Interpreting and following directions set forth in a will or trust
Preparing necessary court filings
Compliance with the Uniform Trust Code and other applicable laws
Implementation of private settlement agreements
Trust modification under the Uniform Trust Code or other applicable law
Analyzing options available for payment of estate tax

Administration.

“In this age, which believes that there is a shortcut to everything, the greatest lesson to be learned is that the most difficult way is, in the long run, the easiest.”