Careful estate and tax planning during a person's life bring benefit and comfort to his or her family and beneficiaries when he or she dies. When a person dies, we assist his or her family, beneficiaries, heirs or personal representative (also known as an executor) with probating the will, obtaining letters testamentary and administering the estate. As part of that administration, we can assist in transferring title to real estate, securities and other assets. We also work with trustees to administer trusts. As with the estate planning, we work to facilitate family harmony during the probate and administration phase of the process.

Sometimes, there is a probate controversy that involves family members or personal representatives; settlement agreements, court ordered mediation or arbitration can resolve such disputes. If there is a dispute involving a personal representative, we can assist in resolving that dispute. In disputes with the IRS, we pride ourselves on our effective advocacy for our clients.

We are experienced in postmortem tax planning. Due to our Tax Planning, Tax Return Preparation, Tax Audits, Appeals & Litigation service and expertise in Estate Administration, we are highly skilled in preparing estate tax returns, estate income tax returns, trust income tax returns and gift tax returns.