Trust & Estate Administration

Maintaining and sustaining an effective estate plan often spans years, or even generations.  Trust, compassion and commitment are the foundation of all our client relationships, allowing us to serve as valued advisors in the management and protection of clients' wealth.  Our involvement extends well beyond the initial creation of the right estate plan, through on-going counsel and administration services as requested and required by each individual client.

Our attorneys provide a diverse array of tax, trust and estate administrative services including:

  • Serve as counsel for individuals and corporate fiduciaries acting as executor or trustee
  • Represent beneficiaries of estates and trusts
  • Probate administration and litigation (both domestically and internationally)
  • Tax compliance for trusts and estates, both from the fiduciary's and beneficiary's perspective
  • Preparation of federal estate and gift tax returns