Estate Administration

Estate & Trust Administration

Losing a spouse or a family member is heartbreaking. During this very emotional and difficult time, you find yourself in a realm of uncertainty if you are asked to deal with the administrative issues of your loved one’s estate. Most people are not equipped or prepared to handle these matters on their own.

Michael C. Levy will help you with all of the financial aspects of administering your loved ones estate, including the transfer of assets in accordance with the wishes of the deceased. Through the probate or administration process, he will marshal the distribution of the assets, working with other professionals to ensure their proper valuation and tax reporting. He will also assist you with any post-mortem planning, protecting your families assets from undue tax consequences at the time of your loved one’s death.

When a loved one dies, there are often family conflicts that arise. It is important to have an experienced attorney to make certain that your loved one’s wishes are honored. Michael will work closely with you and your family to dissipate these conflicts, resolving issues as efficiently as possible, with the goal of achieving the best outcome for everyone involved.