Probate

The goal of the Shatz, Schwartz and Fentin probate practice group is to facilitate the settlement of simple and complex estates. We are mindful that this can be a stressful and emotional process for our clients. Our attorneys have lectured and written extensively on estate settlement and probate topics and are recognized leaders in this field.

We provide a full range of estate settlement services including:

  • Preparation of probate documents, including inventories and accounting
  • Preparation of federal and state estate tax returns
  • Representation in estate tax audits and appeals before the Internal Revenue Services
  • Petitions for appointment of guardians and conservators of incapacitated individuals
  • Post-mortem estate planning, including the use of Disclaimers and tax credits
  • Installment payment of estate taxes for closely-held businesses
  • Representation in Tax Court and Probate Court

The principal attorneys in this area are Steven J. Schwartz,  Ann I. Weber, Timothy P. Mulhern, Carol Cioe Klyman, and Michele J. Feinstein.