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Free, no risk first consulation

Free, no risk first consulation

Probate involves much more than simply the administration of an estate after the death of an estate owner.  Probate or Orphan's Courts can be used to oversee the actions of trustees, guardians of minor children, and conservators for those adjudged incapable of acting for themselves, as well as the actions of executors or administrators of decedents' estates.  We have the skill and experience to insure that our clients are treated fairly in any issue or dispute that comes before a Probate Court.

  • Estate Administration and Probate
  • Inheritance Tax Preparation and Filing
  • Post-mortem Tax Planning and Final  Tax Return Preparation and Filing
  • Conservatorships and Guardianships
  • Fiduciary Return Preparation and Filing
  • 1099 Issuance to Executors
Estate Administration
What Happens After the Funeral?
Estate Administration
We handle all aspects of the administration of a decedent's estate, from the filing of a will, to the appointment of an executor or administrator, to the preparation of all required probate and tax documents, including the inheritance tax return and any final accounting.  Our attorneys represent executors, administrators, heirs, or anyone who may be involved in a probate proceeding, at hearings and appeals.  First and foremost, however, we work with families and loved ones to craft solutions to problems that can avoid the emotional and financial strain of protracted legal proceedings.  Efficiency and fairness in estate administration is our goal.

Post-mortem Tax Planning and Return Preparation
We advise estate beneficiaries as to how best to take title to inherited assets, and how to use disclaimers and mutual distribution agreements to modify the decedent's estate distribution plan, in order to achieve tax savings for the beneficiary and satisfy the beneficiary's own estate planning objectives.  We prepare estate (fiduciary) income tax returns so as to legally minimize the potential of any income tax to the estate beneficiaries.  We advise our clients regarding the use of various planning documents and techniques allowed under federal and state law to minimize potential estate and death taxes due upon the decedent's death.

ESTATE ADMINISTRATION