Estate and Trust Administration

Frost Brown Todd can assist a client in the administration of the decedent’s estate. Whether the estate requires a full probate administration or a less formal settlement process, we are experienced in all aspects of estate administration. The services involved in probate administration matters include:

  • Preparation of documents and court pleadings
  • Preparation of federal and state estate and inheritance tax returns
  • Postmortem income and estate tax planning
  • Disclaimers
  • Coordination of appraisal and valuation of estate assets
  • Supervision of asset transfers and trust funding
  • Frost Brown Todd lawyers frequently represent individual and corporate fiduciaries in the estate and trust administration process

Our team also has a wealth of experience assisting clients in developing, implementing and administering their trusts. This frequently entails coordinating the transfer of assets to the trust during the client’s life. We can assist with the transfer of securities, brokerage accounts and real estate to the trust. We also assist the client with the bookkeeping required to maintain certain types of trusts and prepare tax notices and tax returns that can be associated with such trusts. Additionally, we counsel beneficiaries of trusts created for their benefit by family members or other persons.