Whenever a loved one dies, you are subjected to the emotional turmoil which surrounds your loved one's death. In addition, if your loved one had assets (with or without a Will) there is a certain uneasiness about "probate"; or if your loved one had a Living Trust there may be issues that arise in the administration and distribution of the Trust's assets. Our firm would like to assist you, the members of your family, and the other devisees or beneficiaries in addressing these issues.

Some representative issues include:

Probate:

1. Determine if the filing of a probate estate is necessary.
2. Commencement of a probate estate.
3. Notice issues.
4. Determination of probate vs. non-probate assets.
5. Will construction issues.
6. Creditor issues.
7. Priority of distributions.
8. Estate accountings.
9. Federal estate tax filings.
10. State estate tax filings.
11. Life insurance issues.
12. Distribution issues for IRA's and other retirement plan benefits.
13. Distribution of estate assets.
14. Closing of the estate.

1. Registration issues.
2. Notice issues.
3. Creditors claims.
4. Duties and liabilities of the Trustee.
5. Powers of the Trustee.
6. Principal vs. income issues.
7. Issues concerning funding of trust set up within the trust.
8. Trust distributions.
9. Trust investments.
10. Trust accountings.
11. Federal estate tax filings.
12. State estate tax filings.