The formal procedure by which an estate must be administered. Each state has different probate rules. The probate may be avoided if a Revocable Trust is utilized.
Valuation/Appraisal
Assets of an estate must be evaluated for tax purposes. This is especially crucial with regard to the value of assets and business interests.
Disclaimers
This is a post mortem estate tax planning tool in which a surviving beneficiary refuses to accept assets in order to have other beneficiaries receive. This must be done within 9 months of a person's death.
Estate & Inheritance Tax Returns
Tax returns required upon the death of a decedent
Will Contest
/Litigation
Litigation involving the distribution or administration of an estate once a person has passed away. This may involve fraudulent transfers, suspicious circumstances, and improper drafting of an estate plan.
Disclaimer The materials available at this web site are for informational purposes only and not for the purpose of providing legal advice. You should contact your attorney to obtain advice with respect to any particular issue or problem. Use of and access to this Web site or any of the e-mail links contained within the site do not create an attorney-client relationship between Swanicke & Lambariello, LLC and the user or browser. The opinions expressed at or through this site are the opinions of the individual author and may not reflect the opinions of the firm or any individual attorney.
