Estate and Trust Administration

We have significant experience in representing corporate and individual fiduciaries, and in counseling them in their administration of trusts and estates. Also, we regularly represent financial institutions in the disposition of retirement plan assets, and assist them in litigation regarding estate, trust, or retirement planning accounts.

We can assist with:

  • Estate and trust administration for individuals, families, foundations, and charitable trusts
  • Preparation of estate, gift, and fiduciary income tax returns
  • Estate and trust litigation
  • Simplification of the estate settlement process