{"id":137,"date":"2025-11-19T22:28:38","date_gmt":"2025-11-19T22:28:38","guid":{"rendered":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/?page_id=137"},"modified":"2026-01-20T16:45:25","modified_gmt":"2026-01-20T16:45:25","slug":"probate-trust-administration","status":"publish","type":"page","link":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/probate-trust-administration\/","title":{"rendered":"Probate & Trust Administration"},"content":{"rendered":"\t\t
\n\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Probate<\/strong>: If you have been named executor (in some states known as a personal representative) of a will, or wish to serve as the administrator of an estate where there is no will, you have many fiduciary duties of which you may not be aware. Laboe & Tasker represents clients throughout the probate estate administration process. We help clients through what can initially seem like a daunting legal and financial process in probate court.<\/p>

The executor\/administrator is responsible for actions such as:<\/p>

  • Gathering documents<\/li>
  • Petitioning the probate court to serve as executor and filing the will<\/li>
  • Notifying heirs and beneficiaries<\/li>
  • Valuation of property and assets<\/li>
  • Establishing an estate Tax Identification Number (TIN) and opening estate bank account<\/li>
  • Paying the estate\u2019s debts<\/li>
  • Preparing federal and state estate and income tax returns<\/li>
  • Preparing and filing decedent\u2019s final income tax return<\/li>
  • Distributing assets according to will or statute<\/li><\/ul>

    If you have been named as executor of a will, or wish to administer an estate where there is no will, contact us to learn how we can help.<\/p>

    Trust<\/strong>: Laboe & Tasker, PLLC can assist you with carrying out your fiduciary duties as trustee of a trust or understanding your rights as beneficiary of a trust. . The trustee is tasked with properly managing trust assets, for the ultimate benefit of the beneficiaries. Laboe & Tasker works with the trustee to develop a plan to minimize the risks of liability while maximizing the distributions to the beneficiaries. The responsibilities of the trustee are similar to those of the executor of a probate estate, including:<\/p>

    • Notifying beneficiaries of their rights<\/li>
    • Valuation of property and assets<\/li>
    • Establishing a trust Tax Identification Number (TIN) and opening trust bank account<\/li>
    • Paying the debts and obligations of the trust and\/or decedent<\/li>
    • Preparing and filing trust estate and income tax returns<\/li>
    • Preparing and filing decedent\u2019s final income tax return<\/li>
    • Distributing assets according to terms of the trust<\/li><\/ul>

      We help corporate and individual trustees find the right solutions across a range of trust administration problems including:<\/p>

      • Interpretation of trust terms and trustee responsibilities<\/li>
      • Mediating family conflict related to trust administration
        Private settlement agreements to keep disputes with or between beneficiaries out of court<\/li>
      • Declaratory judgment actions to clarify or define the trustee\u2019s responsibilities on disputed issues<\/li>
      • Seeking judicial intervention for unresolved conflict amongst beneficiaries or with trustee<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

        Probate: If you have been named executor (in some states known as a personal representative) of a will, or wish to serve as the administrator of an estate where there is no will, you have many fiduciary duties of which you may not be aware. Laboe & Tasker represents clients throughout the probate estate administration […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-137","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/wp-json\/wp\/v2\/pages\/137","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/wp-json\/wp\/v2\/comments?post=137"}],"version-history":[{"count":16,"href":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/wp-json\/wp\/v2\/pages\/137\/revisions"}],"predecessor-version":[{"id":223,"href":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/wp-json\/wp\/v2\/pages\/137\/revisions\/223"}],"wp:attachment":[{"href":"https:\/\/staging8.dynaserverx.com\/laboelaw.com\/wp-json\/wp\/v2\/media?parent=137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}