Administering an estate or trust can be overwhelming, especially in the wake of a loved one’s passing. At Gutwein Law, we provide guidance to executors, trustees, beneficiaries, and families through every step of the estate and trust administration process.Â
Whether you’re navigating probate, settling debts, selling significant assets like real estate or a business, distributing assets, or managing complex trusts, our attorneys are here to simplify the process, reduce stress, and ensure everything is done right.
We assist executors and personal representatives in opening estates, filing required notices and inventories, paying debts and taxes, selling assets such as businesses and real estate, and distributing assets in accordance with wills and applicable state laws.
We counsel trustees on fulfilling their fiduciary duties, managing trust assets, making distributions, preparing accountings, and interpreting trust documents.
We coordinate the preparation and filing of federal and state estate tax returns, income tax returns for estates and trusts, and advise on post-mortem tax planning strategies to minimize liabilities.
We assist with identifying, valuing, and transferring real estate, business interests, investment accounts, and personal property to the appropriate beneficiaries.
We represent fiduciaries and beneficiaries in resolving disputes related to will or trust interpretation, breach of fiduciary duty claims, and contested distributions.
We advise beneficiaries on their rights under a will or trust, review accountings, and ensure they receive what they’re entitled to under the law.