Estate & Trust

Administration

Boyes, Farina & Matwiczyk undertakes prompt administration of complex estates and trusts. We prepare and defend fiduciary accountings, estate and fiduciary income tax returns, and federal estate and gift tax returns. We assist fiduciary clients in practical and efficient estate and trust administration. Our goal is to always minimize the estate and gift tax burdens on the beneficiaries.

Our attorneys, paralegals and accountants work closely with fiduciary clients and their beneficiaries to marshal and value the assets of the estate, settle claims against the estate, guide the estate or trust through the administration process, and transfer title to the assets of the estate or trust to their intended beneficiaries.

Boyes, Farina & Matwiczyk is equipped and experienced to litigate or mediate as necessary to protect your interests as administrator of your estate.

Probate of wills
Administration of trusts
Preparation of estate and gift tax returns
Preparation of fiduciary income tax returns
Trust modifications, revocations and terminations
Actions to determine beneficiaries
Will constructions
Creditor disputes
Ancillary administrations of assets in other jurisdictions
Estate administration

We Will Guide You Every Step Of The Way

You have a problem. We are problem solvers. Every solution begins as a conversation. You talk. We listen. From here, we begin.

Related Services

01

Estate & Trust Litigation

Balance the financial aspects of the litigation with the long-term personal issues that can motivate familial litigants.

02

Estate & Trust Planning

Together we decide which instruments best serve your needs and the needs of your beneficiaries and charitable organizations.

03

Estate & Trust Tax Planning

Implement insightful plans for the conveyance of wealth to protect your assets, and heirs.

Leverage Our Insights

Corporate Transparency Act

Generation Skipping Transfer Tax

What is a Charitable Remainder Trust?