Probate and estate administration

Working through the probate process with family members, including beneficiaries and fiduciaries;
Recommendations regarding disclaimers and renunciations;
Preparation of estate tax returns and fiduciary income tax returns; and
Post-death tax planning;
Preparation of formal probate accounts and informal accounts to beneficiaries;
Advice on retirement-plan elections; and
Guidance on asset distributions, including funding trusts and payments to charities.