Probate and Trust Administration 

The responsibilities of being an executor or administrator can seem overwhelming.

Cavitch attorneys are able to give the sound and sensitive legal services needed to administer a decedent’s estate, some of which may include:

·         Finding & valuing assets of the estate

·         Settling debts

·         Preparing probate court filings

·         Filing federal and Ohio estate tax returns

·         Addressing all issues related to the allocation of assets to beneficiaries

If an audit of an estate tax return is required, we have years of experience working with the IRS and the Ohio Department of Taxation. Our estate and trust lawyers can also provide planning advice on gifting issues, the preparation of federal gift tax returns and the audit of gift tax returns.

Many clients who have funded their trusts during their lifetimes or who have established trusts that are funded upon the death of the grantor need ongoing support. In these circumstances, we participate in the administration of trusts, including accountings and distributions, fulfilling tax reporting requirements, and court filings.