Successful estate and trust administration come from perceptive risk management, practical considerations such as cost containment, and thoughtful attention to individual needs.
Recent changes in tax law now require executors and trustees to pay more diligent attention to income tax issues. We are well suited to help these fiduciaries in gathering tax information from beneficiaries, recognizing opportunities to reduce the family’s combined estate and income tax burden, and implementing appropriate strategies.
Our practice covers every area of estate and trust administration, including:
How did we do?
Note: Your review may be shared publicly.