ESTATE & TRUST ADMINISTRATION

Sage Law Partners comprehensive estate planning practice includes services necessary to administer and settle estates and trusts and defend or contest the administration of estates and trusts as needed.

Settlement of Estates. The loss of a loved one is life changing. 
We assist clients in settling estates, including the preparation and filing of pleadings and other documents in the appropriate probate court, preparation of inventories and appraisals, settlement of claims, preparation of decedents’ final income tax returns, preparation of fiduciary income tax returns, preparation of estate and inheritance tax returns, participation in any audit of such returns, preparation and review of accountings, interpretation of wills (including allocation of assets to marital dispositions) and distribution of assets to beneficiary.

Administration of Trusts
.  We provide advice to trustees with regard to the performance of their duties as trustees and their investment, tax, and accounting responsibilities. We assist with the preparation of fiduciary income tax returns and, in the case of revocable living trusts, the preparation of estate and inheritance tax returns upon the death of the trustor. As with estates, we participate in any audit of such returns. We represent trustees with respect to the interpretation of trust provisions and, upon termination of the trust, the distribution of assets to beneficiaries.

Fiduciary Litigation.
 We represent professional and individual fiduciaries and beneficiaries in a wide range of litigation involving trusts and estates. These matters include breach of fiduciary duty litigation, will and trust contests, and claims disputes. We also advise clients on best practices to avoid litigation.