Successions & Probate
We collaborate with the executor of our clients’ estates including collecting and valuing assets, selling estate property to payoff debts or taxes, and dividing and distributing property of the net estate to the heirs or legatees.
We prepare or supervise and assist the clients’ accountants in the preparation of gift tax returns, federal estate tax returns, state inheritance tax returns, and estate and trust fiduciary income tax returns.
Our attorneys are experts with estate matters including:
We also assist the personal representative of the estate in the gathering, valuation, accounting, and distribution of the decedent’s assets. Our law firm verifies with clients that federal estate tax returns are prepared and filed, and that the appropriate documents are filed in order to release liens on the decedent’s real property.
Areas of Practice
We provide comprehensive estate and tax planning legal services to our clients.
Learn more about our Areas of Practice below.