Expert Probate & Trust Guidance
Wiegand Attorneys has over 40 years of experience in estate management and probate law, providing direct guidance in managing trusts, decedents’ estates, and other fiduciary responsibilities. Since fees are based on actual time spent and not on the percentage of assets, we’ll arrange these fees to accommodate almost any budget.
We assist with these complicated issues by:
- Guiding and directing the non-professional as the personal representative or executor, trustee, attorney-in-fact, or other fiduciary.
- We can prepare the necessary documents to open a probate estate, deal with creditors, and settle the assets of the estate in whatever manner as may be called for in the Will, Trust, or other documents and, when it is time, close the estate.
The duties and responsibilities of a fiduciary include the following:
- Investment decisions.
- Keeping accurate financial records.
- Understanding and applying fiduciary accounting rules and using discretion in applying these rules.
- Preparing and filing appropriate tax returns, and making the appropriate tax elections.
- Allocating discretionary distribution between or among multiple beneficiaries and dealing with disputes with beneficiaries who question the use of discretion.
We can assist in settling any issues between beneficiaries, between the fiduciary and the beneficiaries, or between other interested parties.
We can prepare and file, by paper or electronically, the necessary Income, Estate, Gift, or Generation-skipping Tax returns.