Estate Administration

TRUSTS AND ESTATES

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 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 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 will work 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, allows the survivors to focus on the grieving process.