We assist individuals, executors and trustees in all phases of probate and trust administration, including preparing estate tax returns and fiduciary income tax returns, the use of disclaimers, and complicated post-mortem tax planning.

Our experience also includes probate practice in Virginia, Maryland, and the District of Columbia, the valuation of estate assets, the preparation of estate tax returns and fiduciary income tax returns, the distribution of estate assets to estate beneficiaries, and post-mortem tax planning to facilitate the transfer of wealth from one generation to another. Upon completion of an estate or a trust, we prepare an accounting of the fiduciaries' actions and work with the fiduciaries to settle the account and have the fiduciaries released from liability.