Trust Administration & Estate Settlement
The settlement of estates requires knowledge and experience with the complex matters of inheritances, interpretation of wills and trusts, and trust reformations. We provide comprehensive services in this area, including:
- Assisting executors and trustees with estate administration by guiding them through the probate court system;
- Appearing in probate court on behalf of estates, heirs or beneficiaries;
- Preparing federal and state estate tax returns and fiduciary income tax returns; and
- Representing estates selected for audit by the Internal Revenue Service or local tax authorities.
During this often difficult time for families, we manage the settlement of estates for our clients with efficient, sensitive, responsive and result-oriented representation.
