An estate plan is only as strong as the skill with which it is administered. Our attorneys routinely counsel executors, trustees and guardians on the appropriate administration of their duties. At the same time, we provide meticulous guidance to beneficiaries regarding their rights and responsibilities as well as their most advantageous options for minimizing tax liability.
From planning, through administration of the settlement process and beyond, our legal team is equipped to facilitate a successful transition of wealth to our clients’ intended beneficiaries.
As trust and estate administrators, our areas of concentration include:
- Probate Administration
- Irrevocable Trust Administration
- Gift and Estate Tax Audits, Valuation Controversies and Litigation
- Post-Mortem Estate Planning