Estate and Trust Administration
When someone passes away, there are many legal, tax, and asset transfer issues that need to be addressed. Our firm has extensive experience in estate and trust administration, including handling disputes in probate court. Our attorneys assist clients with matters like probate court representation, dealing with the IRS and state tax authorities, and ensuring estates are settled properly for the smooth transfer of assets to beneficiaries.
We guide families through the probate process, help with tax return filings, advise on tax audits, negotiate with creditors of the estate, and handle the sale of estate assets. We can also prepare or assist in preparing fiduciary income tax returns.
Additionally, we represent clients in disputes over Wills, trust administration issues, and contested estate cases.
We assist trustees with tasks like modifying trusts, interpreting trust terms, and relocating trusts to different jurisdictions. Our attorneys have also served as executors and trustees for numerous clients over the past three decades, building personal relationships to offer effective guidance for trust and estate administration, ensuring the client’s wishes are honored across generations.
For more details about our estate and trust administration services, please contact Frank J. Gilbride II or E. Parker Neave.