Probate & trust administration
Putting your estate plan to work.
The attorneys at Lourie & Cutler bring a wealth of experience to advising clients with respect to probate and trust administration. We assist clients in all aspects of the probate process and in the administration of estates and trusts. Our services include:
- Preparation of probate court filings and notices. We advise clients regarding required probate court filings and assist in managing the probate process. We also assist clients in identifying and distributing estate assets.
- Estate tax return and fiduciary income tax return preparation. Our attorneys are leaders in estate-tax planning matters, and we provide guidance in the valuation of complex assets and the availability of credits and deductions. The IRS audits a significant percentage of estate tax returns, and we provide knowledgeable and vigorous representation throughout the audit process.
- Trust administration counsel. We counsel clients regarding all trust administration matters, including the trustees’ exercise of discretionary powers, trust funding, the preparation of trust accountings and the preparation of fiduciary income tax returns. We also offer guidance on the duties and responsibilities of fiduciaries and, in appropriate circumstances, provide fiduciary services to our clients.
At Lourie & Cutler, our attorneys strive to provide a tax-efficient perspective to a variety of probate and trust administration matters.