Probate and Estate Administration

At Mason & April, LLC our attorneys efficiently manage the disposition of your loved one’s estate from the commencement of a probate or administration proceeding, to the filing of an estate tax return, through the final accounting and distributions to beneficiaries. We represent executors, administrators, trustees and beneficiaries of wills and trusts, whether prepared by us or drafted by other attorneys.  We work hand in hand with our clients to marshal and preserve estate assets, ensuring the proper distribution of assets to estate beneficiaries in accordance with the decedent’s final wishes. Our highly experienced and compassionate attorneys provide effective and expeditious representation during this difficult time.
                                           
    We assist our clients in all phases of estate administration, including the following:
 

• Probate of Wills and all phases of Surrogate’s Court practice

• Notice to heirs under the Will or to statutory heirs (if no Will exists)

• Marshaling and valuation of estate assets

• Settlement of valid debts of the estate

• Locating and obtaining unclaimed funds

• Opening of safe deposit boxes

• Genealogical research

• Ancillary proceedings

• Preparation of Federal and New York State estate tax returns

• Preparation of informal and judicial fiduciary Accountings

• Distribution of estate and trust assets to beneficiaries

• Advising clients on the use of qualified disclaimers and other post- mortem tax planning devices, including various tax elections and allocations

To schedule an appointment with a trust and estate attorney at our firm, call us today at (516) 742-0009 or contact us online