Administration of an estate or trust can be a daunting task. Working in tandem with our clients, we provide the guidance and assurance needed to allow trustees and personal representatives to perform their duties with confidence.
- Trust administration after death
- Handling probate proceedings
- Preparation of estate and inheritance tax returns
- Estate and gift tax audits
- Advising trustees of multi-generational trusts
- Distribution of estate assets
- Modification of irrevocable trusts
- Advising trustees and beneficiaries
- Litigation involving wills and trusts
Estate Administration and Probate
The administration of a probate estate or an irrevocable trust can be complex. We help our clients navigate this process with minimal stress. We handle all aspects of settling estates from preparing and filing pleadings and documents for probate court to marshalling and inventorying estate assets, settling claims, advising on distributions, and preparing estate tax returns and other tax documents. We have experience handling complex, illiquid and regulated assets. Above all we guide our clients through what can be a challenging and emotional process. Our lawyers have decades of experience with helping families through transitions after death.
Irrevocable Trust Administration and Modification
We routinely advise clients on the function of irrevocable trusts and on the duties of trustees, and we can assist with trustee compliance under the complex notice and reporting duties under state law. Our attorneys also help beneficiaries understand their rights under various trust agreements. We look for creative solutions to unravel knotty problems in a way that maximizes tax benefits while preserving family relationships. For both trustees and beneficiaries, it can often be beneficial to reevaluate trusts that have long been in existence to review changes that may facilitate easier administration or produce a more beneficial tax result. We have experience in handling modifications, settlement agreements, changes of trusteeship and many other issues related to the administration of irrevocable trusts.
Sometimes even the best laid plans may go askew due to unforeseen circumstances. When disputes arise in trust and estate matters, our attorneys have deep experience advising trustees, personal representatives and beneficiaries regarding their rights and responsibilities in the administration of trusts and estates and can provide guidance in reaching a settlement or in the litigation of contested matters. We also provide assistance to fiduciaries in audits and valuation disputes arising in the administration of taxable estates.