Probate & Trust
After the death of a family member or other loved one, it becomes necessary to distribute your living trust assets, pay any debts or other expenses or probate any assets to transfer into your trust. These tasks fall within the scope of probate and trust administration services which the Law Offices of Marc L. Edwards provides on a regular basis.
When you first visit our offices we will discuss the importance of determining the trust beneficiaries or heirs and how to transfer trust or estate assets to them. We will assist you in valuing each asset, settling or reducing any debts and preparing the necessary income or estate tax returns that are required to be filed within the appropriate time periods as well as any other required court or governmental filings.
Marc L. Edwards can offer you rock solid, accurate and effective legal and tax assistance with probate or trust administration matters related to:
Establishing and Funding A-B and A-B-C (Bypass and QTIP) subtrusts
Preparing and Filing Income, Estate and Gift Tax Returns
Asset Inventory, Appraisals and Valuations
Court Approval of Fiduciary Accountings for Trusts, Probates or Conservatorships
Establishing Guardianship of Minors
Petitions for Spousal Property and Succession to Real Property
Petition to Determine Title and Confirm Rights of Heirs
The Law Offices of Marc L. Edwards represents executors, administrators, creditors, beneficiaries, heirs and conservatees whether any administration is or is not the subject of a court proceeding. While proper planning can help to avoid probate, certain steps must be taken with regard to any asset passing from one person to another. We have helped countless individuals and families navigate the intricacies of probate and trust administration in a smooth and efficient manner enabling our clients to rest assured that the process will be done right and done once!
For answers to your questions regarding these or any other matters relating to probate or trust administration, contact the Law Offices of Marc L. Edwards.