Estate & Trust Administration

If you serve as a trustee of a trust or as a personal representative of a decedent’s estate, you face many complicated responsibilities.  Our attorneys handle all aspects of the administration of both testate and intestate estates, including probate administration, the appointment of personal representatives, preparation and filing of accountings and inventories, and the preparation of estate, inheritance and fiduciary tax returns.

We have extensive experience in addressing issues related to estate taxes and asset valuation, interpretation of documents, and resolution of conflicts.

We work with you to make sure that a decedent’s estate planning goals are accomplished and that the necessary taxes are timely paid. In addition, we have experience serving as personal representative and trustee and take seriously the obligations that such appointments impose.    Finally, if the need arises we have vast experience in  the representation of estates and beneficiaries before the Internal Revenue Service in audits, appeals and litigation.

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