...are integral portions of the firm's practice: Advising clients in the actual execution and on-going administration of trusts and estates.
Plan documents and their execution have often been compared to architectural drawings of a building and its construction. We offer complete legal services subsequent to the death of a client, including expected services such as:
Preparation of all death tax returns
Advising clients with respect to their rights as surviving spouse, trust beneficiary or as a fiduciary of an estate or trust
Our managing attorney brings more than 25 years experience in estate planning and administration. So beyond these "basic" estate services, we are able to integrate and implement many post-mortem planning opportunities for the client. These may result in reduction of estate taxes, redirection of income tax liabilities, introducing flexible options in an instrument that has otherwise foreclosed options, planning for beneficiaries with creditor issues, and the like.
Many of these additional planning options are curative in nature; many, however, are appropriate because of changes in circumstances which could not have been anticipated when documents were executed.
We look at estate and trust administration, then, not as an end, but as a new beginning of planning opportunities for the client and his or her family.