Wills, Trusts & Estate Administration

We represent individuals, fiduciaries, family businesses and other business entities, executives of private and public companies and not-for-profit organizations in areas including:

  • Estate and Tax Planning
  • Estate and Trust Administration
  • Estate, Fiduciary and Related Litigation

We also prepare estate plans, including wills, trust instruments, intra-family agreements and related documents and provide advice regarding gift, estate and generation-skipping transfer taxation and the income taxation of estates and trusts. Our goal is to ensure the most expert representation as to each of our client’s individual needs and objectives, while remaining involved in the very human side of each client’s legal issues, guiding them through critical decisions and offering counsel and comfort in difficult times.

Estate Planning and Administration
Understandably, you might feel overwhelmed and not clear of your responsibilities as an Executor or Administrator. We will work closely with you to address your responsibilities and fulfill your role, such as:

  • Gathering assets
  • Notifying beneficiaries
  • Paying bills of the estate
  • Selling a home or liquidating assets
  • Transferring deeds and re-titling assets
  • Disbursements to heirs
  • Filing tax returns and accounting statements

If any disputes arise, we will act quickly to secure your rights and defend the service you have provided.

Probate Representation

Our firm can also provide the following services:

  • Assisting Executors who live in other states
  • Petitioning the probate court for your appointment as administrator if the person died intestate (without a will)
  • Serving as a third-party administrator if there is a family dispute
  • Keeping tabs on an executor to prevent unfair distribution (e.g., exclusion of step-children or half-siblings)
  • Representing clients in breach of fiduciary duty accusations

Call us today for a consultation.

Disclaimer


PLEASE NOTE: The materials at our site have been prepared for informational purposes only and should not be considered legal advice. Our provision of this information is not intended to create, and receipt of it does not constitute, a lawyer-client relationship. Nor should this site be viewed as an offer to perform legal services in any jurisdiction other than those in which we are licensed to practice, as set forth in the individual descriptions of our lawyers. You should not act upon any information provided over the Internet without seeking professional counsel. You also should not disclose any confidential information in communications with us until we can determine that we would have no conflict of interest in representing you.

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