Probate & Administration

 

Probate Administration Estates small

 

  

Bouklas & Associates handles all stages of the administration of estates and trusts.  We guide our clients through all phases of the administration process:  the probate or administration proceeding in the Surrogate’s Court; collection of assets and resolutions of debts and claims; preparation of the estate tax returns; representation of the estate in tax audits; fiduciary accountings; and distribution of the estate assets to the beneficiaries.  We also are experienced in post-mortem planning, including disclaimer planning and offering innovative techniques to “fix” wills or trusts which may not have been properly drafted to carry out the family’s tax and planning goals.