Trust and Estate Administration

The success or failure of a person’s estate planning is typically revealed when they die. The tax issues and other decisions involved in an estate are often overwhelming, especially since important choices must be made during what is often a difficult time for the family. And it is hard to know on whom to rely. Many professionals—lawyers, CPAs, financial planners, charities, stockbrokers, and insurance salespeople—offer estate planning services. Far fewer, however, have genuine knowledge or experience with estate administration.

Our partners have legal, tax and accounting backgrounds. We have drafted wills and trusts, handled probates, prepared estate tax and fiduciary income tax returns, and have assisted hundreds of personal representatives and trustees with managing a family member’s estate or trust. We will work with you every step of the way to ensure any estate or trust you are involved with is administered in a timely and efficient manner.