Trust & Estate Administration

Administering an estate or trust can be confusing and complicated, especially during a period when you are grieving over the loss of a loved one. If you have been named as the executor of an estate, or if you are a beneficiary with questions about how an estate is being administered, we are ready to help. We can provide everything from “coaching sessions” for executors, to hands-on assistance with filings and reports, to litigation and dispute resolution services.

The executor or trustee is also charged with the task of administering an estate or trust according to the terms of a Will or Trust Agreement. Often, these tasks include:

  • Collecting and managing the assets of the decedent
  • Paying debts, taxes, and expenses of the estate
  • Probating the will and qualifying as executor before the clerk of a court
  • Preparing and filing estate asset accountings with the clerk or commissioner of accounts
  • Preparing and filing federal and state estate/inheritance tax returns
  • Preparing and filing federal and state gift tax returns
  • Preparing and filing estate and trust income tax returns
  • Valuing and/or selling closely-held business ownership interests
  • Resolving family disputes regarding inherited assets
  • Distributing the estate or trust assets to the named beneficiaries

Our attorneys are ready to help you work through the process of estate administration. Contact us for an initial appointment and visit our blog for articles on estate administration.