
The attorneys at Morris, Hall & Kinghorn are equipped to address any issues that may arise in the course of trust administration. If you serve as a trustee of a trust or as a personal representative of a decedent's estate, you face many complicated responsibilities. We can assist and advise you by, among other things, handling the following:
• Preparing estate and inheritance tax returns
• Post-death estate planning, such as the use of disclaimers
• Probate administration, including appointing personal representatives and preparing and filing accountings and inventories
• Re-titling and transferring assets to trusts and other beneficiaries
• Preparing trust and estate income tax returns
• Transitioning businesses to the next generation
We will work with you to make sure that a decedent's estate planning goals are accomplished and that the necessary taxes are timely paid. In addition, we have experience serving as personal representatives and trustees and take seriously the obligations that such appointments impose. In all cases in which a partner serves as named trustee, we provide complete asset management services by working in collaboration with professional investment managers to ensure the effective discharge of this aspect of their fiduciary duty.
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