Whether an estate must go through probate, or not is determined by the nature
of the assets in ones estate and what estate planning has been done prior to death.
Regardless of whether a probate is required there are necessary settlement actions
that must be undertaken following the death of an individual to comply with the law,
to assure continuous control of the estate, and to take full advantage of any estate,
income and capital gains tax planning benefits available.
Our Probate and Trust Settlement Services Include:
- Representation of Personal Representative or Trustee
- Probate & Trust Settlement
- Both Testate and Intestate representation
- Determination of the requirement for Probate
- Transfer of non-probate assets such as insurance, annuities, POD accounts and trusts
- Small estate exceptions to Probate
- Multi-state Probates
- Valuation of estates and trusts
- Trust Splits to maximize estate tax exemptions
- Trust Terminations
- Representation to beneficiaries and heirs to assure their financial and legal rights
- Fiduciary Services (Personal Representative and Trustee services)
- Accounting Tax return preparation, both state and federal for income taxes and estate or inheritance taxes.
The lawyers, paralegals and accountants at Gregorek and Associates assist the personal
representative of the estate or the trustee of a trust in the gathering and safeguarding
assets, identifying liabilities, obtaining date of death valuations, preparing an accounting
and ultimate distribution of the decedent's assets in full compliance with their will or trust
or the laws of intestacy. We will prepare any necessary federal or state estate tax returns as
well as the appropriate documents in order to obtain a release of any liens on a decedent's real
estate. We will assure that all steps are properly taken in order to carry out the decedent's
intent in accordance with the law in a timely manner always working with the appropriate personal
representatives, administrators or trustees and keeping them timely informed.