Probate and Trust and Estate Administration
Whether you need representation with a single aspect of a trust or estate administration, or you require integrated, comprehensive service, Porzio’s Wealth Preservation Group has the resources and experience to provide you with exceptional service. We represent all types of fiduciaries, from executors and administrators to trustees and guardians, and we manage and administer trusts and estates of all sizes in an efficient and professional manner. Our attorneys and paralegals are prepared to handle all aspects of administration so that family members do not have to assume this burden. We:
- Probate estates
- Prepare and file all required estate, inheritance, and income tax returns
- Collect and manage the estate’s assets
- Coordinate distributions to beneficiaries
Porzio seamlessly coordinates with other members of a client’s advisory team. We work closely with trustees to ensure trusts are administered in accordance with the trust instrument and the needs of all beneficiaries, taking into consideration the financial status and objectives of the beneficiaries as well as tax and accounting principles.