Estate and Trust Administration
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:
- Acting as general counsel to family offices.
- Representing beneficiaries served by family offices.
- Counseling professional and lay fiduciaries in the administration of trusts, decedents’ estates, and guardianship estates.
- Advising multiple generations of families on post-mortem tax strategies.
- Preparing federal and state estate tax returns and representing the estate or trust before the IRS and the Tax Court on tax controversies.
- Handling the full range of probate matters.
Our Estate and Trust Administration Professionals
Dyke Arboneaux
Partner
Sarah M. Barnes
Attorney
Michael J. Bland
Partner
Lawrence Brody
Senior Counsel
Richard M. Brown
Attorney
Timothy G. Carroll
Partner
Kimberly Civins
Partner
Katherine M. Cunningham
Partner
Stephen Daiker
Partner
Steve Dawson
Partner
Beth L. Fox
Attorney
Michael R. Friedberg
Of Counsel
Elizabeth A. Garlovsky
Partner
Theodore G. Gertz
Attorney
Linsey Glosier
Partner
Thomas G. Hamill
Partner
Louis S. Harrison
Partner
Robert S. Held
Partner
Brent Howard
Partner
Jerry D. Jones
Partner
Brian K. Jones
Partner
Stephanie Moll Kriegel
Partner
Emily J. Kuo
Partner
Rita E. Luce
Partner
Shawn M. McCullough
Attorney, CPA
Tiffany McKenzie
Partner
Patrick F. Mize
Attorney
Margaret A. Nagela
Attorney
Robert T. Napier
Partner
Henry N. Novoselsky
Of Counsel
Teresa Nuccio
Of Counsel
David W. Nyberg
Partner
Jason S. Ornduff
Managing Partner
Natalie M. Perry
Partner
Jarriot Rook
Partner
Elizabeth Schaub
Attorney
Alan Singer
Partner, CPA
Melissa Sprinkle
Associate Attorney
Lawrence G. Staat
Partner
Reynard L. Tanig
Partner
Jennifer J. Thurswell
Attorney
Bernard T. Wall
Of Counsel
Samantha Weissbluth
Partner
James W. Weller
Partner; Certified Public Accountant
Mary-Ann Wilson
Partner
Canella G. Woyar
Partner
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