Estate & Trust Administration

Our attorneys have significant experience in representing personal representatives in the probate of a decedent’s estate and representing trustees in all aspects of trust administration. Our attorneys are regularly in the probate courts of the Commonwealth of Massachusetts. We regularly counsel personal representatives and trustees so that they can fulfill their legal responsibilities in the administration of the estate or trust.

Estate Administration

The estate administration process can seem overwhelming and intimidating.  At our initial meeting our attorneys will sit down with you to review the ins and outs of the estate administration process and alleviate your concerns. We will work with you to formulate a complete outline for the administration of your estate. This will serve as the road map for both you and us.  We will discuss with you the gathering of estate assets, the preparation of tax returns, the filing of court documents, the payment of creditors, and the ultimate distribution of the estate assets to the proper beneficiaries.  Our goal is to assist you in meeting your fiduciary obligations in the most cost effective and efficient manner.

Trust Administration

Whether you are a beneficiary or trustee of a trust, our attorneys have significant experience in trust administration. Being named a trustee of a trust reflects a great faith that someone has placed in you on their behalf, however, the administration of a trust can be overwhelming and time consuming. The attorneys at Seegel Lipshutz & Lo can assist you in satisfying your fiduciary obligations and provide you the necessary support to administer the trust. Our attorneys also regularly serve as trustee and/or co-trustee of trusts for our clients. Our staff is well equipped to administer trusts of any size from providing trust accounting services, fiduciary income tax preparation, to coordinating investment options with various financial advisors. We also work with corporate and institutional trustees to provide legal counsel to their questions regarding their fiduciary obligations and the rights of their beneficiaries under the trust documents of which they administer. As a beneficiary of a trust, we work with you to understand your rights under the trust and ensure that the trust is being properly administered for your benefit.
Our staff is well equipped to administer trusts of any size from providing trust accounting services, fiduciary income tax preparation, to coordinating investment options with various financial advisors.

Probate & Trust Litigation

When disputes among beneficiaries and/or beneficiaries and fiduciaries cannot be resolved through alternative means, we will bring or defend actions in court on behalf of our clients. We frequently represent beneficiaries, personal representatives and trustees in probate and trust disputes. Wherever possible we look to bring opposing parties to the table to find an amicable resolution for all parties. However, to the extent disputes cannot be resolved our attorneys are experienced in probate litigation.  Our attorneys are highly experienced with the judicial process and have been involved in will disputes and alleged breaches of fiduciary duties.