> Estate Planning & Probate > Probate & Estate Administration

We assist individuals and families with the administration and settlement of decedent's estates and trusts. We provide clients with information and resources to minimize taxes and costs. Our clients include individuals for whom we are able to solve estate settlement issues using Small Estate proceedings as well as personal representatives of large and complex estates. We also represent trustees of revocable and irrevocable trusts with the administration and distribution of trust estates.

• Preparation and Filing of Required Statutory Documents: Our clients rely on us to prepare and file all necessary notices and proceedings in a timely manner in order to avoid unnecessary expense and delay.
• Preparation of Accountings: We work with our clients to make sure that all claims and expenses are paid in a timely manner. We prepare and file with the Court and the appropriate beneficiaries all required accountings.
• Taxes: Where appropriate and necessary, we prepare and file all federal estate and state inheritance tax returns, or where such returns are prepared by the client's accountant we work with these professionals to be sure that expenses and deductions are utilized so as to minimize all taxes.
• Post Mortem Planning: We work with clients using a variety of planning techniques to minimize costs and enhance benefits to estate beneficiaries, including the transfer and reorganization of business interests.
• Probate Litigation: We represent clients in those situations, either as a plaintiff or a defendant, where claims, distributions or other matters must be determined through the litigation process.