Estate and Trust Administration Services

We provide clients and attorneys with comprehensive estate administration, planning, and compliance services.

During the probate process, an executor will need to perform many routine, but important, tasks.

Estate property must be researched, debts need to be satisfied, property must be distributed, and taxes must be paid. Each stage requires specialized expertise.

There are many people involved in this process and taking care of them all can be a great challenge during an already-trying time.

Our experienced and talented specialists can simplify the process for you or your client by applying specialized knowledge of all related issues. We can perform any or all of the following tasks:

• Appear in court on your behalf with legal counsel as an expert witness or advisor
• Assist with insurance, broker, and creditor issues
• Coordinate and implement auctions and sales of  businesses
• Calculate personal representative/trustee commissions
• Prepare tax forms including, but not limited to, fiduciary, estate, and individual tax filings
• Value business interests for estate and gift tax purposes

We are experts at minimizing estate taxes, transition of family businesses, establishment of trusts, and the creation of private foundations.

SC&H Group provides additional tax services including:

Business Income Tax ∙ Corporate Tax Services ∙ State & Local Tax ∙ Cost Segregation ∙ Personal Income Tax ∙ Transaction Advisory & Strategic Planning

For more information about our Estate and Trust practice, email EstateAndTrust@SCandH.com or call (410) 403-1500 | (800) 832-3008.