Accomplished, Insightful Trust Administration Attorney in Portland
Many people we assist with estate planning check in from time to time, because attorney Phil Hingson is an approachable, helpful resource who can help them answer their questions. In addition, we counsel many existing and new clients when someone becomes incapacitated or passes away — whether their needs involve getting the estate through probate or dealing with trust administration.
Even if you believe a person's estate was carefully planned and all documents are in order, we urge you to contact an attorney as soon as you are able after this difficult event. We will explain your obligations and answer any questions, whether the estate involved is limited or substantial. Under some circumstances, if you see us promptly, we may also find legal ways to preserve assets and avoid excessive taxation.
From Straightforward to Complex Matters, We Offer Sound Counsel and Action
We will not overcomplicate 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 pay out), 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
Prompt, Dedicated Attention, Whatever the Size or Makeup of the Estate
Phil Hingson has the knowledge and experience to help you navigate the trust administration process, no matter how complex the issues. As necessary, he will work side-by-side with accountants and other experts.
Our Portland, Oregon, legal team handles probate and trust administration matters for people from the St. Helens-Hillsboro area to Gresham and Lake Oswego, and southward to Canby and Woodburn. We deal with both taxable and non-taxable estates by seeking the most sound and cost-effective solutions.
Your legal options may depend on how soon you seek qualified legal counsel. Anytime you have questions about estate planning or what must be done after the tragic loss or incapacitation of a loved one, please contact us today.
