Estate and Trust Planning and Administration
Our firm has a long tradition of providing in-depth wealth transfer planning for our clients, as well as a full range of estate and trust administrative services. These involve analysis and application of complex estate, inheritance and fiduciary income tax issues.
Our estate and trust administrative services include:
- Accounting for all estate transactions
- Assemble required probate information
- Monitor investment transactions
- Plan to meet obligations of taxes, claims and distributions
- Prepare estate and fiduciary income tax returns
- Prepare estate inventory reflecting date-of-death holdings
- Prepare required annual accountings for Commissioner of Accounts
- Provide estate planning advice to beneficiaries upon request
