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Tax Planning & Wealth Management Section
Section Head: Gary A. Zwick
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Probate & Trust Administration Group
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Practice Group Chair: Robert S. Horbaly
When an individual dies owning assets that he or she wishes to pass to heirs and/or charities, the implementation of the estate plan begins. It is important to have attorneys and support staff that can effectively implement the estate plan and make sure that assets are transferred in an orderly and efficient fashion and that estate tax liability is properly assessed. The process of administering an estate or trust can be a very complicated process in which people have had little or no experience. While the probate or trust administration process is designed to run smoothly, problems often arise among family members or beneficiaries. Our probate group has extensive experience dealing with the local courts and resolving controversies that may arise. In addition to estate and trust administration, our attorneys and paralegals assist our clients in navigating the maze of legal and courtroom procedures in dealing with guardianships, conservatorships, intervivos and testamentary trusts, and related estate planning issues.
It is increasingly important to select an attorney who has extensive experience in this area and is familiar with both probate court requirements and complicated estate tax issues.
Attorneys Practicing In This Area
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