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.
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.
Alicia D’Anella to Present Legal Clinic
Attendees of the 2018 NJSBA Workshop in Atlantic City are welcome to join Alicia for a legal clinic discussion regarding teaching professionals and ethics training.