Probate is a court-supervised process that involves proving a will, appointing an executor and settling an estate after someone has died.
The team assists our clients in preparing and filing all necessary court documents and tax returns. Some of our probate and trust administrative services include:
- Probate court filings
- Assistance with asset transfers
- Estate tax returns
- Estate and trust income tax returns
- Preparation of accountings for estates and trusts
- Gift tax returns
- Decedent’s final income tax returns
Our probate attorneys handle estate and trust administration with efficiency and skill. The process begins with proving that the will is valid and that it was the decedent’s final statement regarding the distribution of his or her assets.
Next, the estate is inventoried. All assets and debts are identified and evaluated. When necessary, we retain experts to assist in the evaluation process.
Assets are first used to pay debts, including bills for final medical expenses and state and federal taxes. The remaining assets are distributed according to those designated as beneficiaries in the will.
Changes in the Trust Law
In January 2007, the Ohio trust code changed significantly. The new law affects not only the administration of trusts created after that date but older trusts as well. If you are a trustee, we can help ensure your compliance with the new law.