Trusts and Estates
Estate & Trust Administration
Estate and trust administration at Kurzman Eisenberg Corbin & Lever, LLP includes comprehensive services to individuals, families and fiduciaries in connection with all aspects of estate and trust management. The estate and trust administration practice at the Firm includes:
- Probate and ancillary probate of wills
- Intestacy proceedings
- Guardianship proceedings
- Post mortem tax, business and asset planning
- Assistance identifying and appraising assets, and funding bequests and trusts
- Preparation of federal and state estate tax returns
- Preparation and review of estate and trust income tax returns
- Representation in audits by the IRS and state taxing authorities, and negotiating of tax settlements
- Preparation and settlement of judicial and non-judicial accountings
