Estate & Trust Administration & Probate

The administration of estates and trusts involves effective guidance and counseling of the acting fiduciary(ies) (executor(s) and/or trustee(s)). This process will often entail accurate and efficient preparation of appropriate Surrogate's Court documents, estate tax returns, fiduciary income tax returns, and estate and trust accountings. Prudent guidance is absolutely critical.

We advise executors on the following matters: important deadlines, locating and marshaling estate assets, filing of appropriate estate tax and income tax returns, payment of consequential taxes, accountings and distributions to beneficiaries, as well as other post-mortem estate and tax planning.

We advise trustees in areas which include: preparation of appropriate tax returns, communication with beneficiaries, funding, and principal and income considerations. We also coordinate our efforts with all appropriate parties, including accounting firms, investment advisors and banks.

Estate & Trust Administration Areas include:

  • Estate Administration/Probate
  • Trust Administration
  • Trusts, Estate and Fiduciary Income Taxation and Planning