With vast experience in planning and handling probate and trust matters, Foley & Mansfield is well-seasoned in issues involving lack of capacity, undue influence, and asset mismanagement or misappropriation. This experience is invaluable in the areas of estate and trust administration, as well as estate planning. We constantly strive to successfully resolve matters for our clients in the most difficult of times and circumstances.
Our attorneys sagely counsel clients regarding estate planning and the affiliated income and estate taxes so they may obtain the security needed when preserving treasured family assets for future generations. In addition to estate planning counsel, we assist in preparing wills, revocable living trusts, living wills, and power of attorney documents for health care and asset management.
We also assist in the administration of probate and trust estates—including the preparation of court filings, such as: petitions for appointment of executors, guardians, and conservators; inventories of assets, motions, settlements, and accountings; and petitions for distributions.
In addition, we represent individuals as fiduciaries or as individual claimants in adversarial court proceedings involving claims against probate and trust estates. We help prepare federal and state income and estate tax returns for estates and trusts.
We are regularly involved in a variety of estate planning and administration services including:
- Wills
- Revocable living trusts
- Living wills
- Power of attorney
- Federal and state income and estate taxes
- Probate administration
- Trust administration
- Conservatorship
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