The tax and estate planning attorneys of Bullivant Houser Bailey are highly skilled at navigating the complexities of estate administration, either through probate or during trust administration. We have assisted families of all sizes in the administration of estates of all sizes, and routinely advise clients on the administration of estates in many different jurisdictions.
Our clients include executors, trustees, accountants, heirs, professional fiduciaries and beneficiaries who are involved in every aspect of probate and trust administration, including post death tax planning. We counsel clients on trust and estate accounting, assist in the preparation of fiduciary income tax returns, federal and state estate tax returns, and federal gift tax returns.<
When litigation cannot be avoided, our attorneys handle disputes including elder financial abuse claims, will contests, trust disputes, guardianship and conservatorship proceedings, appointment of fiduciaries, will interpretation, business succession issues, instructions in probate, and disputes between beneficiaries, trustees, executors, and personal representatives.