At Collins Brown Barkett, Chartered, we create and execute all estate and trust planning to best serveyou and your beneficiaries now and in the years to come. Administration of an estate or trust can be adaunting task and requires careful planning. Working in tandem with our clients and trust and probateadministrators, we provide the guidance and assurance needed to allow trustees and personalrepresentatives to perform their duties with confidence.
We first identify all estate property and financial assets, ensuring the most financially efficient estateadministration setup, including creation and execution of wills, estate trusts for spouses, and all taxmatters. We minimize tax liability, as estate and trust administration can have significant financialconsequences for current and future beneficiaries, and we make every effort to maximize estate andtrust income.
Trust administration after death
Estate and inheritance tax returns
Estate and gift tax audits
Advising on fiduciary income tax issues
Advising trustees of multigenerational trusts
Distribution of estate assets
Modification of irrevocable trusts
Estate and trust administration can be an overwhelming endeavor, and our estate and trust attorneys in Vero Beach are ready to assist you in every way we can.
Call us at (772) 231-4343 or fill out the form.