Probate & Trust Administration

My Probate and Trust Administration Practice concentrates in the administration of trusts and decedent’s estates. My goal – administration of the estate or trust, in a cost effective and prompt manner, with an emphasis on the minimization of taxes through tax planning and court involvement where possible. Often included are the following: 

  • Administration of decedent’s estates and trusts

  • Representing fiduciaries, and will and trust beneficiaries

  • Will contests

  • Post mortem estate tax planning to minimize Federal and State estate taxes

  • Disclaimer planning

  • Preparation of estate tax returns

  • Income taxation of estates and trusts

  • IRS estate tax controversy representation

  • Preparation of all required court filings

  • Preparation of initial and periodic accountings