Probate & Trust Administration
The loss of a loved one is a traumatic event. Making financial and legal decisions while grieving is extremely difficult and stressful. Vaksman Khalfin, PC makes the process of Probate or Trust Administration as easy and pain free as possible.
Our services include:
- Advice regarding the terms of the decedent’s will and trust
- Advice regarding the trustee’s duties to the beneficiaries and the applicable laws related to ongoing investments and distributions
- Preparation and filing of all necessary Probate Court Filings
- Representation of clients in all Probate and Tax Court proceedings
- Postmortem planning, including effective use of tax elections and disclaimers
- Income tax planning for the estate
- Advice with respect to any challenges to the descendant’s will or trust
- Advice with respect to any disputes among estate beneficiaries or between beneficiaries and the executor
- Advice regarding the impact of international tax treaties on estate property
- Review of all federal and estate tax returns.
We will work with your successors to complete the process as quickly as possible while minimizing family disharmony.