Estate, Trust & Wealth Preservation

Trust and Estate Services

Estate & Trust Settlement. We work closely with our clients to efficiently settle estates and trusts following a death. Whether the situation requires court oversight through probate or can be handled outside of court, we have extensive experience in determining the appropriate procedure and distributing assets promptly and in accordance with the decedent’s wishes and applicable law.

Trust Administration. We counsel trustees to understand and implement trust agreements and follow applicable laws, seeking judicial or nonjudicial resolutions as appropriate. We also counsel trust beneficiaries on their interests and represent them with regard to their rights.

Advice to Corporate and Individual Fiduciaries. We advise personal representatives, trustees, agents, and guardians regarding all aspects of their fiduciary duties, with a focus on strategic planning to avoid disputes before they occur. If a dispute does arise, we have an experienced fiduciary litigation team ready to become involved.

Estate & Gift Tax Return Preparation. We maintain a sophisticated estate and gift tax return preparation practice founded on working closely with our clients, their accountants, and financial advisors. We are also experienced in resolving audits, including challenges to asset valuations.

Fiduciary Accounting & Income Tax. We regularly prepare fiduciary accountings and income tax returns on behalf of personal representatives and trustees. We also provide advice, review, and support on such matters to our clients, their accountants, and other professional advisors.