Probate

In handling probate administration for our clients, our attorneys emphasize discretion and sensitivity in what can be a very difficult time for those affected by the loss of a loved one. We offer a full range of probate administration services, including:

  • Determining the best methods for reducing taxes and accomplishing other estate planning and probate objectives.

  • Implementing tax and business planning for the estate and coordinating that implementation with the family's tax and business planning.

  • Preparing all probate court filings and handling all probate court proceedings.

  • Assisting with the valuation of assets.

  • Assisting in the distribution of estate assets.

  • Defending against estate tax audits by the IRS.

  • Representing estates in Tax Court litigation.