When an individual dies, there are numerous probate, tax, and asset transfer requirements. We have a significant depth of experience in estate and trust administration, including probate litigation. Our attorneys have been involved with the settlement of substantial estates with complex legal and tax issues. We regularly advise clients in a variety of matters that arise upon the death of an individual, such as probate court representation, representation with the Internal Revenue Service (“IRS”) and state taxing authorities, as well as the proper settlement of estates to help ensure efficient transfer of assets from decedents to estate beneficiaries. Our attorneys can also prepare fiduciary income tax returns or assist the client’s accountant with the preparation of those returns.
We will provide advice to guide a decedent’s family through probate, handling tax returns, counseling on audits with local tax agencies and the IRS, negotiation with any creditors of a decedent’s estate, and negotiation and preparation required for the sale of assets from the estate to third parties.
We have provided legal representation regarding Will contests, trust administration disputes, and litigation of contested estate administration matters.
We can also assist trustees in such matters as trust reformations, trust construction actions, and changing the situs of a trust.
Our attorneys have served as executors and trustees for a significant number of clients over the past 30 years. We establish a personal relationship with the client and the client’s family so as to effectively advise fiduciaries of the most effective trust and estate administration to ensure that the client’s objectives are maintained across future generations.