Trust & Probate Administration
We represent trustees, executors, administrators and beneficiaries in probate administrations and trust administrations. During the administration process, we advise clients on beneficiary rights, fiduciary duties, marshaling and valuing assets, subtrust funding, allocations, trust modifications, and trust decantings. We also work with a client’s professional team to prepare trust accountings, estate and gift tax returns, fiduciary income tax returns, and investment strategies.