Probate & Trust Administration
Kotz Sangster attorneys have a wealth of experience in probate and trust administration. We take an active role in the administration process, including the commencement of trust or estate administration, collection of assets and discharge of liabilities, reporting financial data to beneficiaries, preparation, calculation and payment of federal and state estate taxes, generation-skipping transfer taxes, and gift tax returns, preparation of all necessary state and federal income tax returns for the decedent and estate or trust, distribution of trust or estate assets according to our clients’ wishes, and closing the trust or estate. Kotz Sangster attorneys are also experienced with the use of guardianships and conservatorships for legally incapacitated persons, minors, and others who are incapable of handling their financial affairs.
