Estate & Trust Administration

Handling an estate or trust is not easy. A mistake can be costly! We can help navigate estate taxes, income taxes, probate requirements and family issues.

Our lawyers and staff are experienced in this area, advising executors and families for over 300 estates and trusts. We utilize staff where possible to save you time and money.

Our services include:

  • Preparing estate tax returns
  • Preparing fiduciary income tax returns
  • Handling probate requirements
  • Defending IRS audits
  • Planning distributions
  • Protecting the executor from personal liability
  • Representing beneficiaries
  • Handling insolvent estates

Our goal is to provide excellent estate and trust administration services to you in a timely fashion. We welcome the opportunity to talk with you and discuss how we may serve  Estate & Trust Information FAQsyou.

For more information, please visit our Estate & Trust Administration FAQs page.