Areas of Practice - Trusts & Estate Administration
Trusts & Estate Administration Practice Group
Our Trusts and Estate Administration Department provides a complete range of probate and administrative services including representation of estates in Surrogate’s Court, guidance for trustees and executors in connection with their administration of trusts and estates and post-mortem estate planning.
The Trusts and Estate Administration Department assists families in all aspects of estate administration including the commencement of appropriate court proceedings to effect the probate of a decedent’s will, working with executors in marshaling estate assets and in the disposition of those assets, the preparation and filing of all required estate and inheritance tax returns as well as fiduciary income tax returns, and the finalization of the estate’s administration in Surrogate’s Court. We also offer advice and counsel with respect to post-mortem estate planning options designed to reduce estate and income taxes. In addition to the preparation and filing of state and federal estate tax returns, the Trusts and Estate Administration Department represents executors and trustees before the Internal Revenue Service and in the United States Tax Court.
To aid the executor or trustee, the Trusts and Estate Administration Department employs the latest in accounting and tax compliance technology. This technology allows us to undertake the preparation of trust accountings in an efficient and cost-effective manner.
The Trusts and Estate Administration Department also administers various types of trusts. These include life insurance trusts, living trusts, charitable trusts, private foundations and trusts created under wills. This service includes assisting the client in funding these trusts, coordinating ongoing contributions to the trust, maintenance of trust bank accounts and undertaking all required communications between trustees and trust beneficiaries. The Trusts and Estate Administration Department also provides services with respect to the preparation of gift tax returns required in connection with the implementation of our clients’ estate plans.
The attorneys in the Trusts and Estate Administration Department are licensed to practice in New York State, Pennsylvania and Florida. The Trusts and Estate Administration Department, through correspondent law firms in other states, can accommodate clients with estate and trusts matters outside of New York State.
Our highly skilled professionals are experienced in all aspects of probate matters, estate, gift and fiduciary income taxation and trust administration. Sensitive to our clients’ needs, our professional staff offers these services in a caring and compassionate manner.
- Estate Administration
- Trust Administration
- Trusts and Estates Taxation
- Estate and Gift Taxation
For more information on our firm and its Trusts and Estate Administration Practice, please contact any of the following attorneys:
- Anthony J. Grizanti, Chair | agrizanti@scolaro.com | Biography
- John S. King | jking@scolaro.com | Biography
- Robert D. Scolaro | rdscolaro@scolaro.com | Biography
- Shane M. McCrohan | smccrohan@scolaro.com | Biography
- Jennifer L. Alfieri jalfieri@scolaro.com | Biography
