LRW represents personal representatives, trustees, family members, and beneficiaries in using probate and trusts to transfer and administer property during life and after death. We assist and advise clients in the following:
- Testate and intestate probate administration.
- Postmortem planning.
- Trust administration.
- Guardianship and conservatorship proceedings.
- Business succession.
- Income, estate, and gift tax representation, including return preparation, audits, litigation, and appeals.
- Will and trust contests.
- Private trustee compliance with federal investment adviser regulations.