Estate and Trust Administration  

Legal and financial issues may arise upon the death of a loved one. Questions arise.  A sense of urgency is felt.  Confusion often compounds the sadness.  Our firm prides itself on being available to assist as family members who seek guidance during this difficult time.  The estate administration process, whether probate or administration, in Surrogate’ Court benefits from the guidance of experienced counsel to ensure an efficient and proper administration.  And even when there will be no Court involved proceeding, understanding the process interplay of income and estate taxes, Trust administration, the distribution of testamentary substitutes and having counsel as you navigate the journey of concluding a person’s final affairs often relieves some of the stress.    You and the GDWO team to collaboratively toward an effective and efficient conclusion to the administration process.  Even simple estates often require guidance, and having a trusted advisor on your side to guide you in the technical details of managing the decedent’s affairs, allowing the survivors to focus on the grieving process.

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Katy D. Bobel

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Jack Calareso
Co-Managing Principal

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JulieAnn Calareso
Of Counsel
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JulieAnn Calareso joins Gleason Dunn Walsh & O’Shea as Of Counsel bringing years of experience in elder law, trust and estate planning and administration, guardianship, and special needs planning to the firm. With Ms. Calareso joining the [...]

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Who We Are
GDWO is committed to providing excellence in legal representation.

Located in New York's capital – Albany, our highly skilled and experienced attorneys are admitted to all state and federal courts in New York, as well as Connecticut, and the United States Supreme Court. We have the experience, knowledge and integrity to represent our clients in a competent, vigorous and professional manner.

Client success is our mission.