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A trust or estate plan is effective only when it is properly planned and administered. Fiduciaries must be aware of beneficiaries’ rights and expectations. We advise fiduciaries on the most effective strategies and techniques while administering trusts, estates, guardianships, and other relationships. We frequently advise on unique and sophisticated income, estate, gift, generation-skipping transfer, and property tax issues involved in trust and estate administration. When disputes arise, we have the capability to advocate and counsel in order to resolve conflicts between beneficiary and fiduciary, or between multiple beneficiaries.
No matter how carefully estate planning instruments are drafted, laws and circumstances change in ways that the person establishing the trust or will could not have anticipated. When that happens, we are able to advise fiduciaries on their best course of action to accomplish the maker’s goals. For example, we may petition the court on the fiduciary’s behalf to interpret or reform a trust instrument in light of changing laws and circumstances. We also deal with the Internal Revenue Service (IRS) if a court ruling changes the tax ramification of a trust or other estate planning document.
Our firm advocates on behalf of clients in trust and estate disagreements. These disputes involve will contests, probate and trust administration issues, and misuse of Powers of Attorney and other fiduciary relationships, as well as resolution of tax disputes with the IRS.
We focus on streamlining the estate planning and administration process when settling an estate. Through independent administration, executors of a will or administrators of intestate estates can save significant time with less court supervision. When needed, we have the ability to probate an estate in Kane, Kendall, DuPage, Will, DeKalb or Cook Counties.
Please contact us with any specific questions or for more information.