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Estate & Trust Administration

Successful estate and trust administration come from perceptive risk management, practical considerations such as cost containment, and thoughtful attention to individual needs.

Recent changes in tax law now require executors and trustees to pay more diligent attention to income tax issues. We are well suited to help these fiduciaries in gathering tax information from beneficiaries, recognizing opportunities to reduce the family’s combined estate and income tax burden, and implementing appropriate strategies.

Our practice covers every area of estate and trust administration, including:

We have significant experience and expertise in all of these techniques. We listen to our clients and help identify goals and objectives, avoid potential pitfalls and develop an innovative and tailor-made succession plan.