Estate Planning and ProbateVerde, Steinberg & Pontell offers a full range of estate planning and estate administration services from simple wills to the structuring of complex estate plans and the administration of estates. The firm works with its estate planning clients to provide comprehensive advice and strategies to meet each client’s personal objective to transfer assets to desired persons or entities while at the same time eliminating, minimizing and/or providing liquidity to pay federal and state inheritance and transfer taxes. The estate planning which the firm provides for its clients includes wills, lifetime and insurance trusts, gifting and business and succession planning.
The firm’s estate administration practice ranges from the initial probating of the will to all aspects of the administration of the estate including marshaling assets and assisting in the valuation of assets, preparation and filing of federal and estate and inheritance tax returns, necessary post mortem tax planning and the distribution of the estate assets to the beneficiaries. When the need arises, the firm handles complex trust and probate disputes. The firm has extensive experience in the litigation of trust and estate matters including will contests, construction of wills, elective share claims and contested accountings.