Estate & Trust Administration

Estate and trust administration at Kurzman Eisenberg includes comprehensive services for individuals, families and fiduciaries in connection with all aspects of estate and trust management. The estate and trust administration practice 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
• Review of estate and trust income tax returns
• Representation in audits by the IRS and State taxing authorities
• Preparation and settlement of judicial and non-judicial accountings