The administration of an estate or trust requires careful planning. Many decisions with substantial financial implications, difficult at any time, must be made during a period of mourning. For over 60 years, clients have turned to Weinstock Manion to manage their loved ones’ estate and trust administration. We efficiently handle our clients’ needs with compassion, freeing them to focus on their families and personal healing. In fact, our highly sensitive approach to communication and our extensive experience often causes clients to rely on us to handle personal matters beyond the legal issues in their time of grieving.
Our compassion and experience extend to other situations involving family crises. We frequently advise our clients in the areas of guardianship and conservatorship, guiding them through the process of seeking court intervention in order to help their loved ones when they are unable to help themselves.
Blending Efficient Administration with Tax Savings
The primary objectives of estate and trust administration are preserving estate and trust assets and minimizing tax liabilities. Estate and trust administration can have significant financial consequences for both current and future beneficiaries. In an effort to minimize income and estate taxes, while maximizing estate and trust income for beneficiaries, our process involves an extensive amount of collaboration between our estate planning, taxation and transactional attorneys.
One of the unique aspects of our estate and trust administration practice is the high volume of estate and gift tax returns prepared by our attorneys each year. We have gained tremendous experience from preparing hundreds of estate and gift tax returns, which has led to a great deal of success in efficiently resolving estate and gift tax audits with the IRS.
Education and Understanding
Just as we are committed to making sure our clients understand the recommendations we make, we are committed to educating other professionals about estate and trust administration. Our estate and trust administration attorneys have taught courses on estate and gift taxation at UCLA Extension since 1998. We frequently lecture at major probate and trust administration institutes, such as the USC Annual Probate and Trust Conference and the National Business Institute, and conduct panel discussions on the preparation of the estate tax return with IRS examiners and supervisors.
Our long-term stability and deep attorney-client relationships allow you to rest assured that we will make every effort to preserve and secure your family’s legacy. Contact us through our website, or by phone at (310) 553-8844.