Probate & Trust Administration

What is Probate and Trust Administration?

Probate & Trust Administration AttorneyProbate 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 postmortem 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.

Consult with a Kirk-Pinkerton Florida Estate Planning Attorney

The Probate and Trust Administration attorneys at Kirk-Pinkerton have unique qualifications. They will work with you to determine what estate planning steps you need and how to best serve your interests. Fees vary depending on the complexity of your needs but are disclosed in advance of the work being performed.

 

Kirk-Pinkerton Probate Attorneys

F. Gant McCloud Estate Planning, Probate, Shareholder, Tax and Corporate, Wills & Trusts

Gary W. Peal Elder Law, Estate Planning, Probate, Tax and Corporate

Jodi M. Ruberg Complex Commercial Litigation, Florida Sunshine Law, Probate