Trust & Estate Administration

Clients who are named as Executors or Trustees can depend on us to navigate through the legal process of estate and trust administration. We work hard to ensure that the decedent’s wishes are fulfilled with an efficient transfer of assets to named beneficiaries.  Sometimes sensitive family issues give rise to conflicts, and if that happens, we have experience with mediation and litigation, including Will contests and beneficiary disputes.  Our work in this area ranges from the basic to the complex, including the following representative matters:

  • Preparation of estate tax returns and defense of positions taken on those returns;
  • Execution of sophisticated estate planning transactions and other deals on behalf of the trustee or executor;
  • Providing advice regarding tax issues and corporate matters that are specific to owners of real estate properties and closely-held businesses, as well as executives of public companies; and
  • Litigating cases in federal, state, and local courts where seemingly interminable conflicts have arisen with beneficiaries, creditors, or the Internal Revenue Service.