Probate Trust and Administration

My Probate and Trust Administration Practice concentrates in the administration of trusts and decedent’s estates. My goal – administration of the estate or trust, in a cost effective and prompt manner, with an emphasis on the minimization of taxes through tax planning and court involvement where possible.

Often included are the following:

  • Administration of decedent’s estates and trusts
  • Representing fiduciaries, and will and trust beneficiaries
  • Will contests
  • Post mortem estate tax planning to minimize Federal and State estate taxes
  • Disclaimer planning
  • Preparation of estate tax returns
  • Income taxation of estates and trusts
  • IRS estate tax controversy representation
  • Preparation of all required court filings
  • Preparation of initial and periodic accountings