Estate Planning and Administration Department
We provide personal care and attention to each client, whether he or she has a large multi-national estate or a small, local estate. Typical considerations for estate planning are:
- structuring assets to minimize estate taxes
- marital deductions
- generation skipping
- use of irrevocable insurance trusts to minimize estate taxes and provide estate liquidity
- charitable and other gifts, including creation of private foundations, unitrusts and annuity trusts
- estate and gift taxation and income taxation of estates, trusts and beneficiaries
- use of disclaimers
We provide our clients with the necessary advice and services to implement the estate plan, including:
- appointment of an executor, administrator, guardian, conservator, temporary executor or special administrator to administer the assets of the estate
- service as an executor or trustee
- analysis of state and federal statutes for application to property rights, disclaimer and renunciation, gifts to minors, and insurance benefits
- preparation of estate tax returns, fiduciary income tax returns, gift tax returns and personal income tax returns
- advice to executors, administrators, guardians, conservators, custodians, beneficiaries and will contestants
- representation of trustees in all aspects of trust administration
- preparation of accounts for probate proceedings
The Estate Planning and Administration Department Coordinator is Kathleen Leitao Bernardo.
