Estate & Trust Administration
Administering the estate of a loved one in the event of lifetime incapacitation or death is challenging.
Many important decisions, often with financial implications, must be made during a time of grieving. The process can be complicated, demanding, and exhausting.
We are sensitive to your personal situation and will guide you through the process with compassion.
Our attorneys provide advice on the management of assets, initiation of conservatorship and probate proceedings, and distribution of assets as authorized by trust documents or the court.
We also prepare required federal and state death tax returns and guide you through the many decisions that must be made in the administration of taxable estates.
Coping with the death or incapacity of someone close is tough. Let us focus on preserving estate and trust assets and minimizing tax liability while you focus on loved ones.