Our Probate and Administrative Services Practice Group serving Albany, Troy, Schenectady and Saratoga (the Capital District Region) provides a complete range of probate and administrative services including representation of Executors and Trustees in Surrogate’s Court, guidance for trustees and executors in connection with their administration of trusts and estates.
Further, we assist in all aspects of estate administration, including the commencement of appropriate court proceedings to effect the probate of a decedent’s Last Will and Testament, working with executors in marshaling estate assets and in the disposition of those assets. We also work with accountants and financial planners within the Capital Region who offer advice and counsel with respect to post-mortem estate tax designed to reduce estate and income taxes.
Our group is experienced in administering diverse types of trusts. These include life insurance trusts, asset protection trusts, living trusts, charitable trusts, supplemental needs trust private foundations and trusts created under wills. We help clients coordinate with tax and financial professionals to properly fund these trusts, including ongoing contributions to the trust, maintenance of trust bank accounts and assist with undertaking all required communications between trustees and trust beneficiaries.