Probate & Trust Administration

We have many years of experience settling small and complex estates or trust administrations after a death has occurred. In this context, we are well-equipped to assist any executor, personal representative or trustee with the filing of court documents, gathering and valuing of assets, and compliance with fiduciary duties. We will also assist you with the settlement of creditor claims, the interpretation of testamentary documents and distribution of assets to beneficiaries, including via a negotiated settlement if necessary. Taxes can be a critical part of an estate or trust administration and we can assist you with the preparation of estate tax returns, including the defense of such returns on audit, and determining what types of tax elections may need to be made. If you need assistance with an ongoing trust administration where a death has not occurred, we can assist trustees or beneficiaries with all aspects of trust administration issues, including interpretation of trust terms, beneficiaries’ rights, tax or accounting assistance, and compliance with fiduciary duties.