Probate and Trust Administration
Our team takes an active role in the administrative process of probate and trust administration.
We serve clients in matters such as:
- Commencement of trust or estate administration
- Collection of assets and discharge of liabilities
- Reporting financial data to beneficiaries
- Preparation, calculation and payment of federal and state estate taxes
- Generation-skipping transfer taxes
- Gift tax returns
- Guardianships and conservatorships for legally incapacitated persons, minors, and others who are incapable of handling their financial affairs.
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