Estate & Trust Administration

The administration of an estate involves the management and distribution of a decedent’s assets remaining after all final debts, taxes and expenses have been paid. During the estate administration process, we assist the Court appointed fiduciary by providing counsel in connection with the collection, valuation and disposition of the decedent’s assets. Administration of an estate typically involves the preparation and filing of probate documents, attendance at hearings, evaluation of claims, post- mortem tax planning, accounting, and preparation and filing of federal and state individual and fiduciary income and estate tax returns.

In addition to assisting a fiduciary during the estate administration process, we assist trustees of ongoing trusts with various accounting and tax issues. Trust administration begins when property is placed in the name of a trustee who is directed to administer, invest and distribute that property in accordance with the terms of the trust instrument.