| Estates |
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You can rest assured that if we are hired to advise the personal representative of your estate, your trustee, your attorney in fact under a power of attorney, or other fiduciary representing your estate, that your fiduciary will receive experienced, capable advice and representation. With our advice, your fiduciary will be empowered to efficiently and effectively administer your assets as you wish your estate to be administered. |
| Unrepresentative fiduciaries commonly breach their duties, by and large, unintentionally. A breach of duty usually denies your beneficiaries of valuable rights, incurs unnecessary taxes and accounting costs, dissipates estate assets, and sometimes leads to wasteful litigation. Our advice can save your estate and your fiduciary from the harmful affects of a breach of trust. Just review our Estate and Trust Litigation Page of this web site to see what often goes wrong in an estate or a trust administration. We have many years experience in advising fiduciaries on the legal and proper way to execute fiduciary duties. If you are a fiduciary, our advice can protect you from litigation and help you execute your responsibilities to the person whose estate you are administering, the beneficiaries of the estate, the creditors of the estate, and taxing authorities.
To make your first appointment with us as valuable as possible, please fill out an Estate Information Form and bring it with you. You can get one by clicking on one of the links below. Also, please download the Significant Document List for a checklist of important documents that will help us better assist you. |
| Estate information Form
Significant Document List |
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