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Probate, Estate & Trust Administration

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Estate planning often garners more attention, but estate and trust administration and probate are just as important to the appropriate and timely distribution of assets upon death. Rendigs attorneys apply their considerable experience to guide clients through the necessary legal steps amid the deep emotions inherent with the loss of a loved one.

Administration is simply the transferring of ownership of assets to the rightful heirs in the proper form, but only after all debts, including estate taxes, are paid. The form of ownership dictates the method of transfer and in most cases, some level of administration must occur. Probate is the judicial procedure of distribution of those assets that are owned in an individual's name without any co-owner or beneficiary.

Rendigs attorneys help clients with:

  • Preparation of documents and probate court pleadings, if necessary
  • Coordination of appraisal and valuation of estate assets
  • Supervision of asset transfers and trust funding
  • Use of disclaimers and trust reformation
  • Preparation of federal and state estate and inheritance tax returns
  • Postmortem income and estate tax planning
  • Litigation of will contests, trust disputes, and undue influence claims
  • Trust administration and guidance

When the situation requires, our estate planning and administration attorneys work with the firm's experienced litigators to provide exceptional trial counsel. We represent trustees, representatives, other attorneys, and beneficiaries in contested matters.

Please contact a member of our team to discuss your specific situation. We will treat your estate matter with the care and attention it deserves.

 
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Meet Our Probate, Estate & Trust Administration Team:

Primary Contact: Paul F. Wenker

Donald C. Adams
J. Jeffrey Albrinck
C. Thomas Dupuis