Estate Administration

We have the experience, professional training, sensitivity, and legal ability to assist clients experiencing personal loss of family or friends, and the difficult, often complex problems that can arise. Our experience and knowledge greatly serves the needs of our clients of all ages. Estate and Trust administration can involve difficult or time sensitive legal, financial and tax issues. Protecting the financial interests of beneficiaries and avoiding individual liability of personal representatives and trustees is critical. Unexpected and often unnecessary delays ,costs and taxes can result when estates and trusts are administered without first obtaining solid legal advice from an experienced attorney. Contact the experienced attorneys at Fluegel Law Firm P.A. today.

Proper Administration Often Requires Extensive Experience

Whether a death or incapacity is well planned for or completely unexpected, proper administration often requires extensive experience in a number of legal areas.

These areas include: accounting, annuities, business organizations (corporations, partnerships, and limited liability companies), stocks, mutual funds, bonds, IRAs, employer sponsored employee plans 401(k)’s, estate taxes, income taxes, real estate, titles, and considerations regarding possible asset disclaimers (refusal to accept certain assets).

Probate Administration

While a probate administration is not required upon the death of most of our clients, if a probate administration is necessary, we can provide assistance and advice, based on our extensive experience and knowledge.

Often it is possible to remedy problems resulting from failure to plan ahead, even after the death of a loved one. Prompt and knowledgeable attention, after death, may reveal opportunities where inadequate or erroneous planning occurred, or where circumstances have changed since the plan was put in place. This post-death planning can often save beneficiaries from paying substantial estate taxes and can preserve the ability to distribute assets according to a decedent’s intent.

Incapacity Planning

Incapacity is a condition that can affect persons and families of all ages and financial situations. While proper estate planning can often avoid the need for a guardianship or conservatorship, sometimes these court controlled options need to be considered. Our attorneys work with families and caregivers to find workable solutions when dealing with incapacity. We strive to achieve client goals of preserving the health, assets and dignity of protected persons and promoting independence whenever possible. By utilizing our extensive experience in guardianship and conservatorship administration, we assist clients in not only obtaining necessary court ordered authority, but also by limiting the often overwhelming and expensive court proceedings whenever possible.