Our firm will assist the fiduciaries throughout the probate process and will help them with any unresolved claims and with the transfer of assets. Our firm will also handle both the state/ federal estate and inheritance tax returns and we will work with the accountants of the estate to ensure that all income tax matters have been handled correctly.
- Surviving spouses
- Banks, individuals, or trust companies who serve as executors and trustees
- Families
- Investors
- Business executives and investment fund managers
- Entrepreneurs
- Owners of private businesses
- Charitable organizations