Administration of Estates, Trusts, and Guardianships

Peck Bloom, LLC advises fiduciaries charged with the administration of estates and trusts. The estates we administer include decedents’ estates as well as guardianship estates for minors and disabled adults. With respect to decedents’ estates, we guide fiduciaries through the probate process, appearing in court as required, assist them in the transfer of assets and resolution of claims, as well as implementing the decedent’s estate plan. We ordinarily prepare required state and federal estate and inheritance tax returns and work in partnership with the estate’s accountants to ensure that fiduciary income tax matters are handled in the most advantageous manner. We also design and implement post-mortem planning techniques that are tailored to a client’s specific circumstances and are aimed at the minimization and deferral of future estate taxes and the estate’s income tax liabilities.