Estate & Trust Administration

The death of a loved one is always a difficult time. We understand how overwhelming the burden of administering an estate can be. Our Estate Administration attorneys have an in-depth knowledge of the personal, legal, and tax issues that often accompany this process. With this knowledge, we guide and assist our clients through the legal processes involved in the administration of the estate or Trust. Our team efficiently assists our clients with marshalling the assets, paying estate liabilities, disbursing funds, determining the tax strategies relating to the assets, and if necessary preparing and filing estate tax returns.

Our firm represents executors, fiduciaries and beneficiaries of Wills, Trusts and non-probate estates. Whether you live in New York or outside, we can help you carry out your fiduciary responsibilities and settle a New York estate. We strive to make the probate and estate administration process as efficient, effective, and as easy as possible for our clients.

Our tax knowledge and experience allows us to provide the best possible advice about how to deal with the often-burdensome estate tax system. If a tax issue arises, we have the experience necessary to advise the personal representative and family members about the proper course of action to take when dealing with these issues.

We are committed to maintaining up-to-date knowledge of current changes in the law that can affect our clients. For these and other Probate or Estate Administration questions or issues, contact our office at 631-683-8700.