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We advise personal representatives, trustees and beneficiaries regarding their rights and obligations in the context of trust and estate administrations. We counsel clients involved in administering lifetime trusts, and clients dealing with the transfer of assets via trusts and estates upon death.

Some of the services provided include:

  • Lifetime trust administrations, including revocable trusts and irrevocable trusts
  • Postmortem trust administrations
  • Probating wills and intestate estates
  • Representing personal representatives of estates
  • Probating summary and ancillary administrations
  • Advising clients involved in trust and will contests and other litigation
  • Corporate fiduciary representation
  • Reviewing and/or preparing federal gift and estate tax returns
  • Negotiating with estate creditors
  • Postmortem tax planning to minimize the estate tax due and reduce income taxes to estates, trusts and beneficiaries
  • Counseling trustees and personal representatives regarding fiduciary duties
  • Advising trustees and beneficiaries with regard to trust decanting, modifications and reformations