The time of grief is best left uncomplicated by stress and confusion. We guide you through the probate or trust administration process with efficiency and sensitivity. We advise Executors and Trustees regarding their fiduciary duties and offer the following services to promote the proper discharge of those duties:
- Ascertaining, valuing, and safeguarding assets;
- Resolving all claims;
- Filing probate proceedings when necessary;
- Preparing tax returns, such as:
- Decedent’s final Individual Income Tax return;
- Federal and State Estate and Gift Tax returns;
- State Inheritance Tax returns; and
- Federal and State Fiduciary Income Tax returns;
- Preparing income and principal accountings; and
- Preparing all communications with beneficiaries.
We also provide experienced counsel on the resolution of estate and trust issues in a non-litigious manner through the use of family settlement agreements, total return trusts, virtual representation agreements, disclaimers, releases, contracts to assign, contracts to make a Will, and other innovative techniques.
If you or someone you love is faced with the prospect of probate, settling an estate or administering a trust, contact us today to discuss your situation. You do not have to go through this process alone.