Estate and trust administration services include:

• Administration/probate of estates and trusts of all sizes
• Representation of individual executors, administrators and trustees, as well as the largest of trust companies
• Post-mortem tax planning
• Maintenance of detailed fiduciary accountings
• Preparation of Federal and state estate and inheritance tax returns
• Assistance with the Decedent’s final income tax return and the estate’s fiduciary income tax returns
• Administration of all types of trusts including credit shelter (or “bypass”) trusts, irrevocable life insurance trusts, intentionally defective grantor trusts, charitable remainder trusts, charitable lead trusts, grantor retained annuity trusts (GRATs), grantor retained unitrusts (GRUTs), and grantor retained income trusts (GRITs).
  
  • Assistance with the trust’s fiduciary income tax returns
  • Consultation in connection with the fiduciary’s duties under the trust instrument