The Estate and Trust Administration Department handles all aspects of estate and trust administration from the probate of the will up through the filing of a final accounting of the estate administration. Our experienced attorneys and paralegals represent estates in New Jersey, Pennsylvania, Florida and New York.
In addition to the collection of assets for distribution to beneficiaries, we engage in careful tax planning for the estate and beneficiaries in order to minimize the income and death taxes that can apply to the estate and the beneficiaries. We prepare all applicable tax filings, including state inheritance tax and federal estate tax returns, as well as fiduciary income tax returns.
Our trust administration services for both lifetime and testamentary trusts include bookkeeping, tax return preparation, distribution planning, and preparation of formal and informal accountings. We utilize the latest software applications to provide our clients with the most efficient service available.
For further information contact:
John R. Lolio, Jr. - (856) 661-2094
