Probate and Trust Administration Practice Areas
Upon death of an individual, we provide post-mortem administrative services including:
- Assisting with the handling of a trust or probate estate and the collection of assets, payment of claims and ultimate payout of assets
- Determination and/or appraisal of assets for purposes of estate tax issues and distribution to beneficiaries
- Review and consideration of income and estate tax consequences and recommendations to minimize these taxes
- Preparation and filing of the decedent's final income tax returns, the income tax returns of the estate and/or trust and the federal estate tax return, if necessary
Our probate/trust administration services are charged on an hourly basis as opposed to a percentage of the estate.