Trust and Estate Administration

Trust & Estate Administration

We provide trust and estate administration related legal services to a wide variety of clients. These clients include business owners, professionals, families, and retirees. We prepare notices, accountings, petitions, and orders for the court in addition to both estate and income tax returns.

We work with our clients to identify the proper tax planning techniques to meet their objectives and goals. We help with the acquisition and disposition of assets and the resolution of any disputes that may arise during the administration process.