As member of the Private Clients practice team, I help clients manage the transitions that occur during life events. I prepare and file court documents for probate estates and work with personal representatives to identify, collect, and distribute estate assets. I assist trustees with transferring and distributing trust assets, prepare estate and gift tax returns, and work with other tax professionals to facilitate client fiduciary and personal income tax returns.
Sustainability and diversity will provide areas for more creative estate planning techniques and new ways of administering trusts and estates.
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