Trust and Estate Administration

Proper trust or estate administration involves collecting assets, ensuring that all necessary income and estate taxes are filed, and providing comprehensive accountings to estate and trust beneficiaries.

We offer comprehensive estate administration and fiduciary services to trustees and executors and we work closely with financial advisors and other professionals who serve them. Our attorneys are fluent in the complexities of New York probate laws, estate taxes, and other issues that often arise during trust and estate administration.

In this area of our practice we:

  • Prepare and file probate and administration petitions in Surrogate’s Court;
  • Submit with executors, trustees, and administrators mandatory reports to the court, prepare formal and informal accountings, resolve creditors’ claims, and distribute estate and trust assets to the named beneficiaries; and
  • Prepare and file federal and state estate tax returns, personal income tax returns, and all fiduciary income tax returns required.