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Estate Services Click
Here for Printable Information About the Estate Planning Process
Click Here for Printable Estate Planning Documents List Representation
of Beneficiaries of Estates, Executors and Estate Administrators
of Decedent's Estates When
to Review or Update Your Estate Planning
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Our Estate Planning Practice Our estate planning practice offers advice to clients on all aspects of
estate planning including minimizing the estate, gift, and
generation-skipping transfer tax burdens on our clients and their
families. After evaluating fiscal and familial circumstances, we help
our clients create estate plans that best suit their individual situations.
We then create the documents necessary to carry out a client's wishes
to optimize the future financial potential of the client's assets. |
Probate and Estate Administration The administration of an estate describes managing the assets of a deceased individual. We counsel personal representatives of an estate (i.e., executors, trustees, administrations, etc.) in connection with the tasks and responsibilities (i.e., duties) associated with the collection, valuation and distribution of the estate assets and in the preparation of estate tax returns (if such returns are necessary). We advise personal representatives on all aspects of administration including the interpretation of the Will or trust instrument, the personal representative's potential liability, and the preparation and settlement of their financial records.
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We also advise beneficiaries of trusts and estates regarding their rights and entitlements. We review accounts and receipts, release, refunding, and indemnification agreements for beneficiaries to ensure that the fiduciaries performed their roles honestly, fairly and in the beneficiaries' best interest according to the California Probate Code. We also counsel beneficiaries of estates on the tax consequences of disclaiming assets.
| info@mm-estateplanning.com (925) 218-8984 |
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