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Trust and Estate Administration

An estate plan is only as strong as the skill with which it is administered. Our attorneys routinely counsel executors, trustees and guardians on the appropriate administration of their duties. At the same time, we provide meticulous guidance to beneficiaries regarding their rights and responsibilities as well as their most advantageous options for minimizing tax liability.

From planning, through administration of the settlement process and beyond, our legal team is equipped to facilitate a successful transition. To this end, Guttenmacher, Bohatch & Peñaranda handles the preparation of estate tax and income tax returns. Furthermore, we’re fully prepared to meet any dispute resolution or litigation needs should controversies, contests or claims against the estate arise.

As trust and estate administrators, our areas of concentration include:

 

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice that may be contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction(s) or tax-related matter(s) that may be addressed herein.

Guttenmacher, Bohatch & Peñaranda, P.A., serving South Florida from Palm Beach to Monroe County

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