Estate & Trust Administration

After an estate plan has been identified and the necessary legal arrangements have been established, Jostock & Jostock, P.C. works with executors, administrators, heirs, legatees, beneficiaries,  trustees and guardians in the full range of estate and trust administration services. We regularly assist clients with:

Probate Administration: Our firm represents personal representatives (administrators and executors) and beneficiaries throughout the probate process including opening and closing estates, collecting assets, counseling on transfer tax matters, disclaimers and other post-mortem planning and the preparation of estate tax returns. We also handle income tax planning, accountings, filing and defending against claims, will contests, construction matters and other probate litigation, conflict resolution and other administrative issues.

Trust Administration: While the probate process is generally time-limited, trusts often last many years. Whatever the type and reason for their creation –whether to minimize taxes, protect dependents or provide resources to a favorite charity – we assist clients in administering trusts during life and after death. Ongoing representation of fiduciaries and beneficiaries is often necessary in connection with the administration of trusts regarding distributions, investments, interpretation of documents and taxation.

Our firm represents trustees and beneficiaries throughout trust administration, including counseling on income matters and transfer tax matters, accountings, filing and defending trust contests, construction matters and other trust litigation, conflict resolution and other administration issues.

 

  1. Please feel free to contact us with any questions, comments or if you would like to set up a consultation