Administration

Our lawyers have deep experience in the administration of both routine and complex trusts and estates. Our lawyers represent and counsel individuals, families and fiduciaries in the various phases of estate and trust administration, which often includes probate proceedings as well as the preparation of estate and trust accountings and appropriate tax returns.

We take great care to administer an estate or trust in a way that uses tax-saving strategies, and even after a decedent's passing, we help to plan and restructure the estate's affairs to compensate for unforeseen events and take advantage of favorable changes in the tax code.

  • Handled estates of decedents owning property in both Italy and the United States.
  • Successfully lowered estate taxes by $250,000 in an appeal to the Appellate Division of the Internal Revenue Service. As a result, not only did the Appellate Division agree that no additional estate taxes were due, but a refund was awarded.
  • Successfully concluded a judicial accounting in an estate worth more than $400 million.

Overview

Our lawyers have deep experience in the administration of both routine and complex trusts and estates. Our lawyers represent and counsel individuals, families and fiduciaries in the various phases of estate and trust administration, which often includes probate proceedings as well as the preparation of estate and trust accountings and appropriate tax returns.

We take great care to administer an estate or trust in a way that uses tax-saving strategies, and even after a decedent's passing, we help to plan and restructure the estate's affairs to compensate for unforeseen events and take advantage of favorable changes in the tax code.

Representative Matters

  • Handled estates of decedents owning property in both Italy and the United States.
  • Successfully lowered estate taxes by $250,000 in an appeal to the Appellate Division of the Internal Revenue Service. As a result, not only did the Appellate Division agree that no additional estate taxes were due, but a refund was awarded.
  • Successfully concluded a judicial accounting in an estate worth more than $400 million.

Contacts