Estate & Trust Administration
Estate and Trust Administration is as important as Estate Planning to the
efficient transfer of family property. We will confirm and account for all estate property
and trust assets, obtain necessary appraisals, meet tax filing requirements and ensure
that distribution of trust assets and estate are handled correctly. We understand
this is an emotional and sensitive time, and will do our best to ease the
executor’s responsibilities by providing the administrative and legal support required
during this critical time.
The Law Office of Scott D. Bloom can also provide the
administration of trusts, and provide vital tax and non-tax
functions. Just like with an estate, trust accounts require tax planning,
preparation and filing of paperwork, accounting, and distributions.