Estate Administration and Litigation
Our attorneys regularly administer estates, representing individuals as beneficiaries of estates and trusts, executors, trustees, incapacitated persons, surviving spouses, intestate heirs, and guardians, often involving multi-million dollar trusts and estates. We assist in the preparation and filing of court documents for will probate and administrator appointments, the collection and valuation of assets, tax elections and allocations, counsel with regard to the preparation of estate and fiduciary income tax returns, and assist in examining estate and gift tax returns by the Internal Revenue Service and state taxing authorities.
Our attorneys litigate will contests regarding undue influence and diminished capacity, spousal election, and also successfully defended will contests involving complex estates. Among the issues we have addressed in estate litigation are the interpretation of estate documents, including beneficiary designations, and challenges involving gifts, trust formation, and investment decisions.
Anne R. Myers to Present on Advanced Employment Law
Anne R. Myers will be part of the distinguished faculty presenting at National Business Institute’s seminar, Advanced Employment Law: What you Need to Know, December 1-3, 2019.
Ross and Thornton Elected as Trustees
The Burlington County Bar Association has elected both Ken Ross and Daniel Thornton as Trustees, each serving a multi-year term.