[vc_row][vc_column width=”3/4″][vc_column_text]Connolly & Rooney can assist you in settling the affairs of a deceased family member or friend, including:
• All aspects of probate administration;
• Intervivos trust administration (separate from the probate process);
• Arranging for payment of life insurance, annuity and deferred compensation benefits;
• Preparing and filing all income tax returns required by or in relation to a decedent, an estate and/or any trusts involved;
• Pursuing or defending any matters before the probate court;
• Assisting with analysis of the death tax filing and payment obligations, through audit of any returns required; and
• Providing all documents, reports, returns or other materials required to effectively and efficiently administer an estate and/or trust.</br>
Some of the strategies and documents that may be involved include:
Estate or Probate Related
— Formal probate administration of all types.
— Waiver of administration arrangements.
— Summary administration arrangements.
— Collection of assets, determination of what is subject to administration.
— Inventories and valuation of assets.
— Accountings and distributions.
— Special situations involving disputes and/or business assets.
Trust Administration Related
— Funding trusts while alive.
— Acceptance of Trusteeship.
— Certification of Trust.
— Records and administration procedures.
— Accountings.
— Tax reporting.
— Investments and dispositions.
— Terminations and distributions.
Guardianships and Conservatorships
— Guardianships of minors.
— Guardianships of adults.
— Conservatorships of adults – voluntary assistance arrangements.[/vc_column_text][/vc_column][vc_column width=”1/4″][title align=”left”]Services[/title][vc_raw_html]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[/vc_raw_html][/vc_column][/vc_row]