Probate and Trust Administration

Morris & Bryson assists clients with evaluating the various options for administering estates and trusts.

Every situation requires a unique strategy to minimize creditors (taxes and debts) and maximize the value of the assets. In some cases, probating the will is the wrong approach. Morris & Bryson works with the family to develop a plan to minimize the liability risks to the Executor while maximizing the distributions to the heirs.

In addition, we provide post mortem strategies for families to minimize estate and income taxes.

As part of the probate services, Morris & Bryson helps the Executor and Trustee ensure that all duties have been properly completed such as preparation of tax returns, settling final accounts, and transferring assets without recourse.