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Estate & Trust Administration
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Our firm offers services to insure the efficient and proper administration of an estate or trust to effectuate the estate plan and the minimization of administrative costs and taxes. These services include:
• Probate of Wills;
• Preparing estate and inheritance tax returns;
• Handling tax audits; and
• Litigating contested probate matters.
Jonathan and Kenn also have had extensive experience with the use of disclaimers for post death tax planning purposes and concerning the proper allocation of the Generation Skipping Transfer Tax exemption and are familiar with all types of fiduciary tax returns and planning.
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