We are frequently called upon by Personal Representatives, Trustees and heirs of an estate to assist in the process of estate and trust administration. There are a myriad of issues that may arise in either a probate or trust administration, including spousal claims, assets passing outside the will or trust to a family member, the appraisal and sale of assets, the preservation and reinvestment of assets during the period of administration, tax elections, advancements to a beneficiary, and others.
Given the many diverse and potentially costly issues that may arise in the administration of an estate or trust, it is important to retain experienced counsel to assist you in this process.
Our law firm is well equipped to provide knowledgeable, prompt, understandable counsel to our clients following the death of a loved one to assure that the estate plan is implemented in the most efficient manner possible and all requirements of law are met.
We advise and assist clients in all aspects of estate and trust administration, including:
- Probate Court Filings and Reporting Requirements
- Locating Heirs and Estate Assets
- Sale, re-titling and distribution of estate assets
- Estate Tax and Income Tax Obligations
- Resolution of Creditor Claims
- Disclaimers and other Post-death Planning Strategies