Probate and Trust Administration

Attorneys in Rossway Swan’s Probate (Estate) and Trust Administration practice assist persons and entities in all aspects of probate and trust administration, including:

  • Representation of fiduciaries, estates, beneficiaries, and claimants in probate and trust administration, including preparation and filing of all necessary pleadings, and representation at required hearings;
  • Tax planning for trusts and review of tax filings;
  • Income and transfer tax planning for estates; and
  • Guidance to Personal Representatives (executors) and Trustees with respect to ongoing duties, obligations and tax filings.