Private Wealth Services Estate & Trust Administration

We advise fiduciaries in the administration of estates and trusts including providing advice on opening and administering probate estates, minimizing taxes, gathering, protecting and investing of assets, distributing assets to the appropriate beneficiaries and avoiding suits.

We also have extensive experience in dealing with challenges to wills or trusts, claims filed against the estate or trust,and, in certain circumstances, instigating legal action to protect the interests of the beneficiaries or ward. In addition, we advise clients on ways to minimize tax burdens related to income, estate and transfer tax issues, through post-mortem planning and other tax strategies.