Estate and Trust Administration

During an estate administration, we guide executors through the fiduciary process of settling the financial affairs of a family member or beloved friend. During a trust administration, we provide trustees with counsel and guidance regarding their fiduciary duties in carrying out the terms of the trust, while also advising on how to minimize personal liability. The title of a fiduciary comes with responsibilities governed by state and federal laws; a role that may not be familiar to our clients.  We help our clients navigate the complexities of fulfilling their fiduciary responsibilities, while interacting with financial institutions, local probate authorities, state and federal tax authorities, professional advisors, and beneficiaries.  We also provide advice on income, gift, and estate tax filing requirements and related complex tax elections.  Through a personalized and customized approach, we bring clarity and stability to a potentially overwhelming process.