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Estate Settlement

Summary

When a loved one dies, the task of settling the estate can be overwhelming and confusing to the person entrusted with acting as personal representative (executor) or trustee. Hahn Loeser lawyers and paralegals have extensive experience handling all aspects of estate administration and are ready to assist the personal representative or trustee with, and provide advice regarding, settlement of the estate, including :

  • Probate administration
  • Identification and transfers of probate assets
  • Non-probate asset transfers and claims of beneficiaries of life insurance, annuities and retirement assets
  • Disposition or distribution of real estate and household goods and personal effects
  • Preparation of final individual income tax returns and fiduciary income tax returns for the estate and trust
  • Preparation of federal and state estate and generation skipping tax returns and representation of the estate in any audit of the returns
  • Post death planning to minimize estate, gift or income taxes or to address problems in the estate plan

Under the direction of our attorneys, our staff of experienced paralegals provides economical and practical advice and assistance with the everyday details of settling the estate. Our attorneys provide expert guidance and creative advice regarding all the aspects of the estate settlement from tax planning and compliance to the fiduciary’s exercise of powers and performance of duties. We strive to make a difficult process easier for the family and those people charged with carrying out the wishes of the deceased.