Estate and Trust Administration
Lawyers at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) are experienced in assisting in the administration of the estate. These services include filings with the probate court, accountings to the court and beneficiaries, notices to beneficiaries, compliance with the terms of the will or trust and preparing and filing of appropriate tax returns. There are often many opportunities to minimize or reduce taxes for the estates and the beneficiaries depending on knowledge of elections and filings.
Additionally, our attorneys help with estate and trust administration, including:
- Estate tax and gift tax returns,
- Individual and fiduciary income tax returns, and
- Post-mortem tax advice to fiduciaries and beneficiaries.
If needed, we can represent clients and their interests in litigation, audits and tax court proceedings.