We have extensive experience in representing personal representatives, corporate trustees and beneficiaries in post-mortem circumstances involving probate and non-probate proceedings as well as trust administration. In this regard, we advise clients on federal and state income tax, federal estate, gift and generation-skipping taxes as well as property tax in the context of a deceased person’s estate.

  • Probate and trust administration
  • Non-probate transfers
  • Trustee and beneficiary counseling
  • Post-death tax planning
  • Preparation of gift and estate tax returns
  • Gift and estate tax audits
  • Estate and trust related controversies