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Bethesda MD Rockville Montgomery County Estate Planning Potomac Great Falls Alexandria Arlington VA
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Probate, Estate and Trust Administration
During some of the hardest times our clients face, we help them to probate wills, administer estates and trusts, deal with family issues, and minimize the negative impact the passing of a loved one can have on their lives.
Our services include:
- Preparing and filing of all necessary probate documents
- Assisting in the consolidation of estate assets and dealing with the estate creditors
- Post-mortem tax planning for the estate and the beneficiaries
- Preparing federal and state estate tax and state inheritance tax returns, and handling any tax controversies that may arise
- Assisting in the transfer of assets to the beneficiaries and closing out estates
- Estate litigation, including will caveats, undue influence claims and actions to recover wrongfully diverted assets
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