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.
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