Estate and Trust Administration

The administration of a decedent’s estate is one of the most difficult and sensitive matters when dealing with the loss of a loved one.  Most individuals who handle the administration of an estate or trust are unfamiliar with the Probate Court process.  As a former probate judge, Attorney George A. Baker is experienced in assisting individuals through the administration process for estates and trusts.  He represents clients with compassion and understanding, and guides them through the process in a clear, efficient manner.

Areas of Estate Administration include the following:

• Locating, filing and admission of Will
• Appointment of executor/administrator
• Gathering and valuing assets
• Preparation and filing of inventory
• Preparation of estate tax returns and final individual income tax returns
• Handling claims filed by creditors and paying expenses
• Preparation of final account and distribution of assets to beneficiaries

There are various post mortem planning tools available to family members and beneficiaries that should be considered. Attorney George A. Baker is able to counsel individuals about these tools.  Most planning tools help support beneficiaries, carry out the intent of the decedent, reduce taxes, and perform estate planning for beneficiaries.  Many of these tools have deadlines within which they must be exercised or they are forfeited.

Post mortem planning options include the following:

• Spousal Allowance
• Elective Force Share
• Qualified Disclaimer
• Mutual Distribution Agreement
• Selection of estate tax year and distribution of income