Other Estate Services

Occasionally, we are asked to perform services that require additional responsibilities in the administration of an account, such as:

  • Extended negotiations in the acquisition, care or disposition of a major asset
  • Exercise of discretionary powers to authorize utilization of funds
  • Preparation of special or multiple reports or accountings in addition to customary periodic reports
  • Services regarding personal property
  • Review and reconciliation of records for determination of government filing requirements
  • Analysis of closely held entities, including real estate interests