Probate, Trust & Estate Admin

The process of transferring the assets of a decedent to heirs and beneficiaries in an effective and economic manner with the least tax impact can be complicated and convoluted. At Porges, Hamlin, Knowles & DePaola, P.A. we are experienced in representing personal representatives and trustees, whether they are individuals or financial institutions, to assure a smooth transition through final distribution and release. Other clients might be a surviving spouse or children, other distributees or beneficiaries and guardians. A thorough knowledge of the probate process, post-mortem tax planning, fiduciary accounting, income taxes, and estate tax compliance as well as the administration of various types of trusts and other aspects of estate and trust administration are absolutely essential. In the event that disputes arise, such as Will contests, undue influence claims, lack of testamentary capacity issues, elective share options or other possible litigious situations, Porges, Hamlin, Knowles & DePaola, P.A. attorneys possess the knowledge and experience to ably represent plaintiffs or defendants in such situations.