Trust & Estate Administration

We have over twenty-eight years of experience in providing professional and efficient services related to the administration of decedents’ estates as well as the administration of Testamentary and Living Trusts. We provide individuals and families with representation, guidance and assistance in the following areas:

• Representation of Personal Representatives in estate administration
• Conducting ancillary administration when necessary
• Preparation of the documents necessary to collect estate assets, settle debts of the estate, and identification of property passing outside the estate by operation of law
• Dealing with creditor claims and managing estate obligations and expenses
• Valuation of the taxable estate and the preparation and filing of federal and state estate tax returns when required
• Fiduciary accounting services in connection with the probate or trust administration as well as preparation and filing of federal and state fiduciary income tax returns when required
• Representation in matters involving contested wills and probate litigation