Attorneys: Elizabeth Schurig, Steve Tackett, Michelle Rosenblatt
Paralegals: Katelyn Davis
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The firm's probate, trust, and estate administration practice encompasses all aspects of administration of decedents' and fiduciary estates. The firm's probate practice involves submitting wills to the court for probate or assisting the decedent's family with alternative heirship proceedings when the decedent died without a will. Once the will is probated, or heirs are determined, SJBT attorneys assist the family with administrative matters such as gathering, inventorying, and valuing assets in the estate, and preparing federal estate tax returns, state death tax returns, and state and federal gift or generation-skipping transfer tax returns. For clients who have just lost a loved one, estate administration can be a daunting task. The attorneys at SJBT provide thoughtful, competent assistance in meeting court filing deadlines and federal tax filing deadlines, thereby making a difficult time much easier to endure. The firm's trust and estate administration practice involves advising fiduciaries on the legal and practical aspects of the administration of trusts, decedent's estates, and the estates of minors and incapacitated persons. SJBT attorneys also represent beneficiaries of estates in negotiating settlements of estates, protecting beneficiaries' rights with regard to monitoring costs of administration, and advising in contested matters.