ESTATE & TRUST ADMINISTRATION

The Law Office of Kevin A. Pollock LLC provides advice and counsel in matters of Estate and Trust Administration. Services available to clients include:

• Drafting “Crummey Notices” for Life Insurance Trusts.
• Preparation and filing of papers in Probate Court.
• Identification and preparation of probate inventories.
• Payment of debts, expenses and taxes.
• Processing income receipts and distributions to beneficiaries.
• Preparation and filing of federal and state estate tax returns.
• Securing of releases of tax liens and handling estate tax audits.
• Safekeeping of property.
• Assembly of fiduciary income tax data and assistance in post mortem tax planning.
• Special services in administering real estate or other kinds of assets.
• Maintaining good relations with and providing a variety of financial and personal services to beneficiaries.
• Ancillary administration outside New Jersey.
• Collection of life insurance and employee benefits.
• Creating accountings and reports to clients and beneficiaries.
• Resolving and instituting Will contests.
• Establishing trusts and private foundations.