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BUSINESS SERVICES

Probate & Trust Administration

Roetzel’s Probate and Trust Administration attorneys offer a wide range of services to individuals and corporate fiduciaries. We guide fiduciaries through every step of opening and administering probate estates, minimizing taxes, protecting and investing assets, and distributing assets to beneficiaries. By collaborating with our firm’s attorneys in corporate, tax, real estate, securities, and litigation, we address all our clients’ needs and concerns efficiently. Understanding the complexities of state and federal laws, we ensure our clients comply with all regulations while managing trusts and estates.

  • Open and administer probate estates
  • Minimize taxes for estate and trust assets
  • Protect and invest assets
  • Distribute assets to beneficiaries
  • Collaborate with corporate, tax, real estate, securities, and litigation attorneys
  • Ensure compliance with state and federal laws and regulations
Key Contact
Brian V. McAvoy