Administration/Settling/Probate of Estates:
Our firm represents personal representatives in settling estates, including the preparation and filing of pleadings and other documents in the appropriate probate court, marshaling estate assets, preparation of an inventory of estate assets, settlement of claims, preparation of decedents’ final income tax returns, preparation of fiduciary income tax returns, preparation of estate and inheritance tax returns, participation in any audit of such returns, preparation and review of accountings, interpretation of wills (including allocation of assets to marital dispositions) and distribution of assets to beneficiaries.
Administration of Trusts:
Our firm provides advice to trustees with regard to the performance of their duties as trustees and their investment, tax, and accounting responsibilities. We assist with the preparation of fiduciary income tax returns and, in the case of revocable living trusts, the preparation of estate and inheritance tax returns upon the death of the trustor. As with estates, our firm will participate in any audit of such returns. Our firm will represent trustees with respect to the interpretation of trust provisions and, upon termination of the trust, the distribution of assets to beneficiaries.