Fiduciary Services (Personal Representative and Trustee)

We have significant experience serving as personal representatives and trustees or as co-personal representatives or co-trustees with family members. Having one of our attorneys serve in such a role works well for our clients, as our attorneys establish long-standing relationships with our clients and their families through the course of our representation. When one of our attorneys is chosen to serve in such a role, the attorney personally handles and supervises the legal, tax and accounting needs of the estate and/or trust. In addition, our attorneys are skilled in working with outside investment advisors regarding investment recommendations, allocation and portfolio management.