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  • Probate wills and codicils 
     

  • Intestate administration
     

  • Prepare and file state inheritance and federal estate tax returns
     

  • Prepare and file gift tax returns
     

  • Prepare and file formal and informal accountings

  • Advise fiduciaries on duties and obligations
     

  • Advise beneficiaries on rights and interests
     

  • Prepare and file disclaimers
     

  • Gift and estate tax representation and audits with the IRS & State taxing authorities