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Estate Planning & Administration

Whether you need a simple estate plan, or the complexity, skill and level of service associated with a multi-family office structure, we can help.

Estate Planning

Walsh, Colucci, Lubeley & Walsh provides estate planning services to individuals and families interested in providing for the timely, orderly, and efficient distribution of their estates. Our attorneys and staff have the experience necessary to implement your estate planning goals and prefer to work as a team by coordinating their efforts with those of your financial advisor, accountant, insurance agent, and other professionals.

Our estate planning services are a valuable asset to clients regardless of their net worth, as proper planning can dramatically reduce administrative expenses, reduce the estate’s tax burden, provide tax-free wealth transfers to multiple generations, and greatly decrease the time spent administering the affairs of deceased family members. The headaches and expense of taxes, court costs, probate filings, and administrative fees can, to a large extent, be minimized and in many cases avoided completely with proper planning.

A properly drafted estate plan can provide for the management of your affairs during your lifetime, during times of disability, and following your death.

Below are examples of documents we typically prepare for all estate planning clients:

  • Advance Medical Directive
  • Durable Power of Attorney
  • Last Will and Testament
  • Revocable Living Trust
  • Guardianship Designations

On a case-by-case basis, we may also discuss and prepare more complex documents such as the following:

  • Irrevocable Trusts
  • Conduit Trusts for Qualified Plan Assets
  • Pet Trusts, Supplemental Needs Trusts, and Dynasty Trusts
  • Asset Protection Trusts
  • Charitable Trusts
  • Charitable Foundations
  • Family Limited Partnerships (or LLC’s)
  • Gifting Programs
  • 2503(c) Trusts for Minors

Estate Administration

Walsh, Colucci, Lubeley & Walsh offers a full range of legal services related to the administration of trusts and estates. We represent fiduciaries and beneficiaries alike and have skilled litigation attorneys who can handle complex estate litigation matters.

Our Estate Administration Services Include:

  • Representation of fiduciaries and beneficiaries in the estate administration process — from qualification to closing the estate
  • Probate of wills and trust administration
  • Locating, valuing, and distributing assets
  • Disclaimer planning
  • Filing Inventories and Accountings with the Commissioner of Accounts
  • Preparation of Form 706 – the Estate Tax Return
  • Valuation discount opinion review and documentation
  • Estate tax audits and Commissioner/Judicial inquiries
  • Debts and Demands Hearings
  • Litigation of trust and estate matters
  • Resolution of disputes among beneficiaries and/or fiduciaries

The estate administration process is often complex and full of traps for the unwary. Working with a qualified estate administration attorney can often save significant time and can help the fiduciary avoid mistakes that could lead to personal liability.



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