Practices

Probate and Trust Administration

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.