Estates & Trust Administration
Proper trust and estate administration involves collecting assets, preparing all necessary income, inheritance and estate tax returns and providing comprehensive accountings to estate and trust beneficiaries. Our professionals offer estate administration and fiduciary services to trustees and executors and we work closely with financial advisors and others who serve them. We prepare and file probate and administration petitions; prepare and file mandatory reports to the court, prepare formal and informal accountings, resolve creditors’ claims and disputes among beneficiaries, distribute estate and trust assets to the named beneficiaries; and prepare and file federal and state tax returns, individual income tax returns, and all fiduciary income tax returns.
