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Trust and Estate Administration

Ice Miller's Trusts and Estates Group helps families navigate through the often emotional and complicated process of administering a loved one's estate. Modern planning often involves a mix of probate and non-probate assets, and our team can assist personal representatives and trustees with assessing and implementing the decedent's plans.  

Our services include:
  • filing all necessary court documents
  • communicating with beneficiaries
  • preparing federal estate and state inheritance tax returns as needed
  • guiding surviving spouses through multiple tax elections, including the option to preserve a deceased spouse's unused federal estate tax exemption
  • coordinating the identification and valuation of estate property
  • advising regarding obligations and elections for retirement plan accounts
  • assisting fiduciaries and beneficiaries with evaluating post-mortem options, such as disclaiming assets and various tax elections
  • facilitating the transfer of estate assets, including financial accounts, real estate and closely-held business interests
  • preparing accountings and other necessary reports
Family Wealth Services CTA

We work closely with fiduciaries, accountants and financial advisers to ensure that decedent's intentions are carried out through every step of the estate administration process.

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