From Straightforward to Complex Matters, We Offer Sound Counsel and Action

We will not over-complicate your situation — sometimes all we need to do is provide a detailed, specific letter explaining successor trustee duties and answer any questions you have. However, if you are the trustee or administrator for an estate that is or may be worth more than $1 million (including any life insurance payout), it is crucial to speak with an experienced lawyer about administration of a revocable living trust — or other type of trust — and affairs that can include:

• Preparing a comprehensive inventory of assets

• Properly filing specific types of tax returns

• Distributing assets properly under the law and heading off potential for future disputes

• Dealing effectively with necessary real estate transactions, insurance issues and business succession matters — whether addressed in a will or trust or not

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