Trust and Estate Administration Services
Knowledgeable, accomplished, attentive and sensitive, our seasoned attorneys provide you with sophisticated and comprehensive trusts and estates administration counsel that avoids difficulties, eases the process and minimizes taxes.
You’ll work hand-in-hand with an experiencedย lawyer skilled in making seemingly daunting estate matters understandable and manageable.
We cater to your particular needs, adeptly handling any or all of your trust and estate matters, including:
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Preparing all probate documents
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Preparing federal and state estate tax returns
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Preparing federal and state fiduciary income tax returns
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Post-mortem estate-tax reduction and income tax planning
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Representing estates and trusts before the IRS, state tax authorities and tax court
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Probate litigation proceedings
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Podcasts
In this episode, host Michael Clear is joined by a special guest, Senior Practice Manager Dan Maloney, who shares how his unique role helps shape client experience, team culture and…
In this episode of Future Focused: Sophisticated Estate Planning, Partner Erin Nicholls and Associate Sara Osinski examine the complexities of managing private foundations. They focus on how the 5% minimum…
Today marks a special milestone, our 50th episode! Since launching in 2023, we’ve had the privilege of engaging with thought leaders, innovators, and trusted advisors to explore the most pressing…
In the final episode of the Speaker Showcase, Partners Steve Malech and Matt Smith discuss the complexities of estate planning, particularly in the context of divorce and family disputes. They…
In the premiere episode of our Speaker Showcase, Partners Michael Clear and Erin Nicholls explore the evolving landscape of estate planning, with a special focus on strategies for middle and…
Digital Assets may be poised to revolutionize the financial world and the velocity of moving money across the economy. On this episode of Future Focused: Sophisticated Estate Planning, host Erin…
The disposition of unique assets like art collections requires proper planning. On this episode, Partner Michael Clear and Associate Kaitlyn Pacelli speak with Deborah Robinson, Partner at Art Market Advisors….
When families clash over control of substantial wealth, whether in connection with the testamentary wishes of a loved one or the management of assets in an estate or trust, hiring…
How can you reduce taxes by removing assets from your estate? In this episode, Partner Michael Clear answers this question, highlighting several gifting strategies to shift wealth out of a…
On the fifth episode of our speaker series, Partner Carolyn Reers explores the growing trend of high-net-worth individuals seeking residency or citizenship abroad for tax benefits and safety. She highlights…
