Trust and Estate
Administration
Assisting in the administration of Trusts and Estates is central to our practice. We prepare all necessary documents for the administration of Trusts and Estates and work with accountants, Trustees, and other advisors of clients.
Our services include:
- Preparation of Trustee and Executor accountings
- Collection and valuation of assets
- Preparation of all court documents for the Probate of Wills
- Distribution of Trust and Estate assets to beneficiaries
- Negotiation and preparation of Family Settlement Agreements
- Restatements, modifications, and amendments to Trusts which may have dispositive or administrative concerns
- Actions to interpret or determine the construction of a Trust or Will
- Use of disclaimers and other post-death planning devices