In addition to Estate Planning, Crider Law handles Trust Administration. The firm has experience in helping clients settle the estates of their loved ones and planning for future needs.
The first question after a loved one has passed away, is usually “What do I do now?”
Let Crider Law guide you through the administration of the trust estate and distribution of assets according to the trust, as well as advise you concerning your fiduciary responsibilities as successor trustee or executor.
Crider Law offers time-tested experience in navigating through the complexities of the legal system and tax laws, providing you with the services necessary to ensure that the utilization of your well-built estate plan is maximized and that the plan continues to run smoothly for your survivors and family.
Settlement of the trust estate may include valuation of assets under current IRS rules, establishing a new basis for assets receiving a stepped-up basis, probate (if necessary), preparation and filing of a Federal Estate Tax return if required, implementation of your Federal Estate Tax plan, distribution of assets according to the terms of the trust, advice concerning your fiduciary responsibilities as a trustee, and an update of your estate plan as necessary to meet changing needs and those of your family within the guidelines of the trust if you are a surviving spouse.