In assisting clients, we work hard to carefully ascertain the client’s needs and concerns, to understand existing family dynamics and to craft a personalized estate plan. We review various options with the client for how property may be managed during the client’s lifetime and upon death, and we review whether any ongoing asset management is necessary for particular beneficiaries. We also address special issues such as planning for beneficiaries who are entitled to public benefits, planning for clients and beneficiaries who are not U.S. citizens, planning for pets and other issues.
Post-Death Trust Administration, Probate and Estate Administration:
When a person passes away, we work with surviving family members and/or named fiduciaries to administer the decedent’s trust and nontrust assets and to distribute property as required. We review the decedent’s assets and estate planning documents to determine whether a court proceeding is necessary, and then we provide whatever services are required to administer the decedent’s trust and/or estate. We also prepare estate tax returns as required.