Trust Administration

Trust Administration


As an experienced and knowledgeable estate planning attorney in Bend, OR, we can help coordinate all of the difficult and sometimes confusing tasks that arise after death such as:

dividing trusts into marital and survivor trusts,

preparing and filing disclaimers,

filing estate tax returns,

filing income tax returns of the decedents,

transferring property to heirs, advising about the transfer or rollover of IRAs or other retirement assets,

obtaining life insurance benefits and

counseling executors and trustees about how to divide personal property between various beneficiaries.

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