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Estate Planning, Estate & Trust Administration

Trust and Estate Administration

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The Estate Planning, Estate & Trust Administration Practice Group, along with our support staff, provide a full range of legal services relating to trust and estate administration and probate administration.

Such services include trust and estate accounting, preparation of fiduciary income tax returns for trusts and estates, federal and state estate tax returns and federal gift tax returns. We also provide sound income tax planning advice to our clients with respect to their trusts and estates.

Our trust accounting department uses the most current equipment and software to provide our clients with complete accounting services for the trusts and estates we administer. Our accounting and tax services also allow us to provide sound income tax planning advice to our clients with respect to their trusts and estates, many of which hold business interests or the proceeds of the sale of business interests.

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