Estate & Trust Administration

In our estate administration and probate practice, we represent individual and corporate executors, trustees, heirs, and beneficiaries in matters involving probate, estates, and trusts. We prepare probate documents and provide post-mortem income and estate tax planning. We prepare and assist in the preparation of federal estate and gift tax returns. We also represent clients before the Internal Revenue Service in controversies involving such tax returns. Our attorneys provide advice about the interpretation of trust and will provisions and fiduciary duties and responsibilities throughout administration.  In addition, we assist many clients in reforming or modifying existing trust documents.