In addition to trust and estate planning, we serve as or work hand in hand with personal representatives and trustees to implement our clients’ postmortem plans. Although our involvement in each estate settlement varies, we regularly assist with:

  • Probating the will and obtaining the appointment of the personal representative
  • Assisting in the sale or transfer of real estate and tangible personal property
  • Preparing federal and state estate tax returns, final individual income tax returns and fiduciary income tax returns, including advising on all tax elections
  • Representing the personal representative with any tax issue that arises with the Internal Revenue Service and state taxing authorities
  • Funding trusts and advising the trustee on an ongoing basis