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