We offer a wide range of probate and trust administration services upon the disability or death of a client. Some of the most important work we do is in this area. These situations present difficult problems to our clients. We see our role as that of family counselor, striving to assist our clients in a time of great need.
Administration work typically involves gathering assets and important documents, assisting individual fiduciaries in valuing estate assets, preparing appropriate tax returns, and generally assuring that our client's wishes are followed. Often the administration process also presents the opportunity to do "post mortem" planning which can be useful in further minimizing tax and probate exposure.
Our experience in the decedent's estates area has taught us to recognize the signs of difficult family dynamics that often arise after the death of a loved one. Unfortunately, these dynamics occasionally lead to serious disputes and even litigation. Our goal, of course, is to avoid such conflicts, but when such disputes prove unavoidable, we utilize our Trial Department's litigation expertise to protect our client's interests.