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
