Estate & Trust Administration

We counsel clients on probate, trust, and estate proceedings.  For those estates and trusts that require assistance with federal and state estate and gift taxes, and inheritance taxes, we are knowledgeable and experienced in dealing with these issues.   We combine decades of experience with the tasks involved and sensitivity to the human issues of trust and estate administration. 

 

Our probate, trust, and estate administration practice includes:

 

  • Appointment of personal representatives and trustees

  • Administration of trusts and estates

  • Valuations of assets

  • Assistance with insurance claims

  • Probate of will and intestate estates

  • Preparation and filing estate and gift tax returns

  • Distribution of income and assets

  • Preparation and filing trust and estate accounting

  • Representation of corporate and individual trustees

  • Consultation with beneficiaries

  • Administration of non-probate assets

  • Determination of heirship proceedings

  • IRA and 401(k) rollover and elections

  • Plans to reduce or avoid estate taxes on second death

  • Establishment of testamentary trusts

  • Representation in court

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1008 Centre Avenue, Suite A

Fort Collins, Colorado 80526

 970.493.8787

© 2021 by Wolfe, Van Ackern & Stephenson LLP