Estate Administration and Probate

The estate administration practice at Schafer Thomas Maez PC includes probate, trust administration, assistance with succession of closely-held businesses and estate assets to heirs, and tax compliance for decedents with estates of all values and asset classes. Our staff understands that the death of a loved one can be a most traumatic time and that procedural and legal requirements to administer an estate can be complex and overwhelming.

The firm’s primary purpose in representing a Personal Representative, Executor or Trustee is to guide the administration economically and in accordance with all applicable laws. Our involvement and representation is flexible according to the wishes of the designated fiduciary, from advisory counsel and assistance with necessary steps, to fulfillment of all required obligations.

Our attorneys and paralegal staff have extensive experience and knowledge of post-mortem income, property, gift, and estate tax planning and opportunities, which may significantly reduce or eliminate taxes chargeable against larger estates. In addition, our firm prepares federal and state inheritance and estate tax returns, which may be unfamiliar to many accounting and income tax professionals.