 You can rest assured that if we are hired to advise the
personal representative of your estate, your trustee, your
attorney in fact under a power of attorney, or other fiduciary
representing your estate, that your fiduciary will receive
experienced, capable advice and representation. With
our advice, your fiduciary will be empowered to efficiently
and effectively administer your assets as you wish your estate
to be administered.
Unrepresentative fiduciaries commonly breach their duties,
by and large, unintentionally. A breach of duty usually
denies your beneficiaries of valuable rights, incurs unnecessary
taxes and accounting costs, dissipates estate assets, and
sometimes leads to wasteful litigation. Our advice
can save your estate and your fiduciary from the harmful
affects of a breach of trust. Just review our Estate
and Trust Litigation Page of this web site to see what often
goes wrong in an estate or a trust administration. We
have many years experience in advising fiduciaries on the
legal and proper way to execute fiduciary duties. If
you are a fiduciary, our advice can protect you from litigation
and help you execute your responsibilities to the person
whose estate you are administering, the beneficiaries of
the estate, the creditors of the estate, and taxing authorities.
To make your first appointment with us as valuable as possible,
please fill out an Estate
Information Form and bring it with
you. You can get one by clicking on one of the links
below. Also, please download the Significant
Document List for a checklist of important documents that will help
us better assist you. |
