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What is Probate and
Trust Administration?
Probate and Trust Administration is
the process including settling a person's assets and affairs after
death, as well as assisting with those assets and affairs during life.
Our Trust and Estate lawyers assist your family to implement your
plans, assisting you in transferring your assets to your beneficiaries.
We can guide you and your family on plans we have prepared and on plans
prepared by other attorneys, both Florida and non-Florida Attorneys.
Kirk Pinkerton Offers
Estate Planning Services and Probate Law
Our estate and trust lawyers are committed to helping you plan for the
protection of your estate plan. We assist clients in all stages of
probate, estate planning and trust administration. We can help you plan
to create a lasting legacy for your heirs. In some cases, we can help
you avoid probate altogether. We are available during your family's
most difficult time to provide advice, prepare tax returns including
Florida returns and Federal Tax Form 706, and help you with the details
of trust administration or probate court.
What is Probate?
Probate is the legal process of
administering the estate of a deceased person, including determining
the validity of the will, inventorying assets, analyzing payment of
debts, filing an paying taxes and distributing the remaining assets to
the heirs. Probate generally applies to assets you own in your
individual name at your death.
Our Probate lawyers serve as counsel to personal representatives
(executors), trustees and other fiduciaries. We frequently serve as
co-counsel with out-of-state law firms in Florida proceedings. We
advise on Florida law and provide advice to resident and non-resident
aliens on the estate planning and post-mortem aspects of their
connections with the State of Florida. We also advise clients on
certain matters in states where the attorney involved is admitted to
practice.
What is Trust
Administration?
Our lawyers also assist in the
planning and creation of trusts. A Trust is a legal entity through
which the Trustee, a person or institution, holds title to property, in
trust, for another person. Trusts are commonly used as estate planning
tools to oversee the distribution of assets according to the wishes of
the creator. Trusts can be used to avoid probate, save on taxes,
protect property from creditors and provide for the ongoing care of a
spouse, disabled child or other beneficiary. Trusts can also help you
qualify for Medicaid and other public benefits.
Types of Trusts
We can help you in creating a trust
and in trust management. Some of the trust types available include:
charitable trusts, irrevocable trusts, revocable living trusts, special
needs trusts and testamentary trusts.
Trust Administration
Services and Trust Management
Once a trust is created, it must be
administered to make sure that all legal obligations are met. The
lawyers in our firm are skilled and knowledgeable in trust
administration services. We work closely with the client's other
advisors to complete estate and trust administration work as quickly
and efficiently as possible, making sure that our clients interests are
always protected. We can assist the trustee to make sure that all bills
are paid, taxes are filed and property and finances are distributed
according to your wishes.
Contact Us For Estate Planning
and Probate Law Assistance
We strive to understand our clients and their needs. We can help you
take care of the difficult issues in estate planning, including:
Medicaid and nursing home planning, incapacity planning, powers of
attorney, patient advocates and living wills, living trusts, spousal
trusts and, of course, your will. We also use many creative legal
strategies to save time and money for our clients.
Our list of
services in this area includes the following:
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Probate |
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Trust & Estate
Administration |
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Preparation and filing of
tax returns, including Form 706-Federal Estate Tax Return, and Form
709-Federal Gift and Generation-Skipping Transfer Tax Return |
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Estate and Gift Tax
Controversies - Representation before the IRS, including Audit and
Appeal |
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