Probate & Trust Taxation Issues

Naples Trust & Probate Litigation Attorney

Jostock & Jostock, P.A. regularly works with our clients, their accountants and other advisors in preparing and reviewing fiduciary income tax, gift tax and estate tax returns for individuals and trusts that they have created.

How does Probate Trust Work?

Our Naples Law Firm helps clients formulate and implement effective tax strategies, including advising clients on disclaimers, distributions and other post-mortem planning opportunities. We also advise clients regarding contested tax matters and, when tax disputes arise, represent them in audits and before taxing authorities. Our Naples Law Firm has extensive experience representing clients in court in matters involving contested interests and in IRS administrative proceedings involving the determination or assessment of taxes, questions as to the taxable value of closely held businesses, real estate, artwork and other unique assets.

What Is Trust & Probate Litigation?

Trust and probate litigation refers to legal disputes that typically arise among family members during the administration of a deceased person's estate or trust.

Probate is the legal process used to settle a deceased person's debts and distribute their assets. A court-appointed or designated representative, usually named in the decedent's will, is responsible for ensuring that the estate’s assets are properly distributed and any outstanding debts are paid.

Trust is a legal arrangement for managing and distributing assets, often created by an individual who wants to avoid probate. By transferring assets into a trust, the individual can name beneficiaries to inherit the assets. Trusts may be established while the person is alive or as part of their will after death. A trustee is assigned to oversee the management of the trust’s assets for the benefit of the beneficiaries.

Contact Our Experienced Naples Trust & Probate Attorneys

If you're dealing with a trust or probate dispute in Naples, Florida don't delay in protecting your rights. Reach out to Jostock and Jostock P.A today for a consultation, and allow us to assist you in resolving the matter and protecting your interests during this difficult time.