Estate & Trust Administration

Home / Estate & Trust Administration

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.