Estate and Trust Administration

McDonald Patrick Law Firm has been providing clients with sound legal counsel in estate, gift, and tax planning for over 100 years. Our experienced and compassionate attorneys advise clients in such matters as:

• Wills, Durable General Powers of Attorney, Healthcare Powers of Attorney, and Living Wills;
• Revocable and Irrevocable Trusts;
• Insurance and Retirement Trusts;
• Special Needs Trusts;
• Charitable Trusts;
• Deeds;
• Contracts and Financing Agreements related to real property transfers;
• Strategies to obtain optimal estate and gift tax savings; and
• Prenuptial and Postnuptial Agreements.

In addition, our attorneys assist personal representatives and trustees in administering estates and trusts.We also represent beneficiaries in estate and trust administration matters. We routinely assist in:

• Preparing and filing required documents with the Probate Court;
• Preparing and filing estate tax returns and fiduciary income tax returns;
• Obtaining court approval of transactions; and
• Dividing and distributing property in accordance with the terms of Wills and Trusts.