Trust and Estate Administration

 

Dealing with the passing of a loved one is difficult and at times overwhelming, especially when you have the responsibility and duty as a Fiduciary of an Estate or a Trust. Elizabeth Zwaan Milne, Esq. has the legal skills, compassion, and dedication to guide Executors, Administrators, or Trustees through the complexities of an estate or trust administration, including, but not limited to the following:​

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• Probate Proceedings for Testate or Intestate Estates

• Appointment of Executors, Administrators

• Valuation & Distribution of Assets 

• Federal Estate Tax Returns

• Pennsylvania Inheritance Tax Returns

• New Jersey Estate and Inheritance Tax Returns

• Federal Gift Tax Returns

• Federal and State Fiduciary Income Tax Returns 

• Formal & Informal Accountings

• Trust Administration Advice for Trustees or Beneficiaries