| Estate & Trust Administration / Probate |
| We represent individuals, families, and financial institutions in the following areas: |
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Advise family members concerning the settlement of a decedent’s estate, including gathering assets, payment of outstanding obligations, preparation of gift and estate tax returns and consideration of various options concerning the taxation of the estate, including generation skipping tax issues, and distribution of the assets as desired by the decedent, and closing the estate |
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Represent individual and corporate fiduciaries in the administration and settlement of the decedent’s estate, including representation in court as needed, from the filing of a petition for probate of the will through the final settlement of the estate |
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Represent fiduciaries and beneficiaries in connection with distribution of principal and/or income from trusts and assist in the administration of the trust |
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Represent family members and others who may have claims against the estate or object to the will or the administration of the estate by the fiduciary |
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Address business succession issues for the closely held business owner and the orderly transfer of the business to family members, employees, or purchasers of the business |
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Represent out of state clients in ancillary administration of estates; transfer of real estate and other assets located in this state |
