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