Estate Planning & Administration

A. Estate Planning

We feel that we plan better on the “front end” because we know what the “back end” (the implementation/administration of a plan) looks like in practice, not just theory.  

Powers of Attorney, Living Wills, & Advanced Health Care Directives

• Sub-Trusts for Minors and Beneficiaries with Limited Financial Skills

• Trust & Wills

• Special Needs Trusts

• Federal Estate, Gift & Generation Skipping Tax Planning

B. Estate Administration

Many Attorneys do not emphasize that a Fiduciary should do the things that keep everyone adequately informed and keep the Fiduciary’s liability to a minimum.  This generally includes “administrative” items that are not just mere legally required formalities, but a means of heading off problems before they develop.  We do emphasize this because one of our “gold-standards” is to keep the Fiduciary out of litigation.

• Decedent’s Trust Administration

  • Tax ID #s
  • Proof of Authority, Collecting Assets and Proper Timing of Payment of Claims
  • Beneficiary Distributions, Communications & Management
  • Accountings
  • Estate Tax Return Preparation
  • Working with Accountant for Fiduciary Income Tax Returns

 • Probate Administration

  • Tax ID #s
  • Court Required Paperwork
  • Proof of Authority, Collecting Assets and Proper Timing of Payment of Claims
  • Beneficiary Distributions, Communications & Management
  • Accountings
  • Estate Tax Return Preparation
  • Working with Accountant for Fiduciary Income Tax Returns

 • Guardian & Conservatorships

  • Court Required Paperwork
  • Annual Guardian’s Reports
  • Party Communications & Management
  • Accountings
  • Working with Accountant for any Individual Income Tax Returns

• Ongoing Trust Administration for Incapacitated Grantors & Sub-Trusts

  • Tax ID #s
  • Court Required Paperwork
  • Beneficiary Distributions, Communications & Management
  • Accountings
  • Counseling Income Distributions & Income Tax Consequences
  • Working with Accountant for Fiduciary Income Tax Returns

 • Attorney in Fact Administration

  • Physician’s Statements Declaring Disability
  • Proof of Authority, Collecting Assets and Payment of Claims
  • Beneficiary Distributions, Communications & Management
  • Accountings
  • Working with Accountant for Individual Income Tax Returns