Estate Administration

Our approach

Our clients need experienced and efficient handling of their loved one’s estate-related legal and tax matters.

We have an extensive understanding of the options available during the estate settlement process. We utilize this knowledge to ease the burden on families as we help them navigate the settlement process.

We can assist with:

• Probating of wills
• Collection, valuation and distribution of assets
• Funding of trusts
• Retirement plan distributions
• Postmortem estate and tax planning
• Disclaimer planning
• Portability planning
• Preparation of federal and state estate tax returns
• Preparation of fiduciary income tax returns
• Federal and state audits
• Multistate and multinational estate administration

We work with:

• Individuals and families
• Banks
• Trust companies
• Family offices
• Accountants