Estate Administration 

Probate

We provide advice and guidance on the procedural and substantive aspects of the probate process required to administer a decedent's estate. Our goal in administering an estate is to assist the executor in complying with the legal steps necessary to settle an estate in the most cost-effective manner.

Estate Taxes

An estate may be subject to state and federal estate taxes, which are based on a person's right to transfer his or her property upon death. The obligation to prepare and file both the state and federal estate tax returns can exist even if a person leaves no probate estate and leaves everything to his or her spouse and children. We possess the particular knowledge required to evaluate these tax matters, properly prepare the necessary returns, compute the taxes due and meet the necessary filing requirements.

Postmortem Planning

There are a number of techniques that can be utilized after the death of a person to reduce estate taxes, to alter the disposition of assets without estate or gift tax consequences and to minimize income taxes to the estate or beneficiaries. We examine the issues and available options, and implement appropriate planning techniques with family members.