Our Services - Legal Services - Estate & Trust Administration

Snyder & Snyder also maintains a significant tax return preparation practice. We actively work with executors of the estate of affluent individuals in order to facilitate the preparation and filing of the necessary federal estate and income tax returns. Throughout this process, our clients find the broad accounting and tax expertise of our attorneys to be an invaluable asset that can often result in substantial tax savings.

The administration of a large estate or trust requires significantly more legal, tax, investment and accounting knowledge than most single executors or trustees possess. Snyder & Snyder is regularly retained by executors, trustees and other fiduciaries to perform extensive work in the administration of large estates and trusts.

As part of our estate and trust administration practice, we provide assistance to executors and trustees the performance of a broad range of fiduciary responsibilities including collecting, liquidating and distributing assets, as well as the payment of debts and taxes. Executors and trustees also regularly seek our advice on the selection and supervision of investment advisors, the valuation of estate and trust assets including closely held business and family limited partnerships, and on post mortem income tax planning.

Instead of merely delegating many of the complex fiduciary responsibilities to us, our clients often ask us to directly serve as the executor of their Will or the trustee of their trust. Given our broad accounting and tax backgrounds, we are often able to identify tax planning opportunities which might have been missed by those executors and trustees less versed in tax law.

Snyder & Snyder maintains an active estate and trust administration practice, and our services in this area include the following: