Estate and Trust Administration
Let our experience guide you.
Losing a family member or loved one is difficult enough. It often becomes quickly overwhelming to deal with the myriad legal and tax requirements of administering his or her estate or trust assets: Especially if the process is entirely new to you. Mr. Wilson has over three decades of experience in all aspects of estate and trust administration, and is dedicated to assisting our clients through the process with professionalism, care and empahy.
From the most modest of estates to the most complex, we can guide you through the often confusing path of probate filings, estate tax returns, tax elections, debt claims, beneficiary squabbles, accountings and much more, always giving you the opportunity to personally handle as much- or as little- as you wish in order to minimize costs for the estate. We are here not just to assist you with your legal needs, but to do so in a manner which provides you with as much peace of mind as possible at a very trying time.
Finally, in addition to the physical administration process, our role as estate planners does not end at death. Post-mortem planning techniques can often supplement proper pre-death planning to maximize the tax savings available to an estate or trust. Disclaimers, powers of appointment, tax elections, discounted asset valuation, private agreements among heirs and beneficiaries are just a few of the options available to protect your loved one's wealth as it is passed on to others.
You don't have to go through this process alone: We will guide you, answer your questions, promptly return your calls and make certain that the administration process is as simple as possible.