Probate and Trust Administration

Our team advises and counsels personal representatives and trustees in fulfilling their legal responsibilites in the administration of estates and trusts, including probate proceedings, preparation of accountings, and estate and fiduciary tax returns. We also represent clients in disputes and litigation between fiduciaries, heirs, and beneficiaries of trusts and estates. We are experienced with federal and state estate tax audits and appeals. We handle estates for incapacitated people, representing their conservators, power of attorney agents and heirs. We strive to provide all of these services in a timely, efficient, and caring manner, understanding the emotional and financial demands on the family.

For information on other aspects of our Wealth and Succession Planning practice, please see Estate and Trust Litigation, Estate and Gift Planning, Family Business Succession Planning and Philanthropy, Private Foundations and Charitable Organizations.