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Trust & Estate Administration
Vasallo Sloane, P.L. also represents fiduciaries (personal representatives and trustees) throughout the estate and trust administration process. This includes preparing probate court filings, handling probate court proceedings, notifying creditors, post-mortem tax planning, review or preparation of inventories and accountings, review of valuations of assets, review of estate and trust income tax returns, review of estate tax returns, and the distribution of assets.
Our trust and estate administration services include the following:
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Administration of Testate and Intestate Estates
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Administration of Trusts
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Coordinating the Preparation of Estate and Gift Tax Returns
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Coordinating the Preparation of Fiduciary Income Tax Returns
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Estate and Gift Tax Return IRS Audits
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Representation of Estate or Trust Beneficiaries
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Post-mortem Tax and Other Planning
