If you serve as a trustee of a trust or as a personal representative of a decedent's estate, you face many complicated responsibilities. We can assist and advise you by, among other services, handling the following: preparing estate and inheritance tax returns; post-mortem estate planning, such as the use of disclaimers; probate administration, including appointing personal representatives and preparing and filing accountings and inventories; trust administration; re-titling and transferring assets to trusts and other beneficiaries; preparing trust and estate income tax returns; and transitioning businesses to the next generation.
We work with you to make sure that a decedent's estate planning goals are accomplished and that the necessary taxes are timely paid. In addition, we have experience serving as personal representatives and trustees, and take seriously the obligations that such appointments impose.