Probate and Trust Administration
The loss of a loved one is a traumatic event. Making financial and legal decisions while grieving is extremely difficult and stressful. The Sheffield Law Office makes the process of probate and trust administration as easy and pain free as possible.
We work with executors, personal representatives, trustees, and other fiduciaries in all aspects of estate administration. We are committed to the delivery of probate and trust administration services with a sensitivity to the special concerns of our clients.
Our services include:
- Advice regarding the terms of the decedent’s will and trusts
- Advice regarding the trustee’s duties to the beneficiaries and the applicable laws related to ongoing investments and distributions
- Preparation and filing of all necessary Probate Court filings
- Representation of clients in all Probate and Tax Court proceedings
- Postmortem planning, including effective use of tax elections and disclaimers
- Income tax planning for the estate
- Advice with respect to any challenges to the decedent’s will or trust
- Advice with respect to any disputes among estate beneficiaries or between beneficiaries and the executor
- Advice regarding the impact of international tax treaties on estate property
- Postmortem planning for non-U.S. citizen spouses
- Review of all federal and estate tax returns
- Review of all federal and state fiduciary income tax returns
We will work with your successor to complete the process as quickly as possible, while minimizing family disharmony.
San Jose Estate Planning Attorney Blog - Trust Administration
- Ask Ray - Must Beneficiaries Be Given Notice? Tim McCrone, a CPA in Los Altos, asked me yesterday whether or not beneficiaries of a trust are required to be given notice. Like many answers Lawyers ....