Estate Planning & Administration
Miles & Stockbridge lawyers are experienced in all aspects of preparing estate planning documentation and the administration of estates for individuals, families and charities.
Estate Administration
The settling of an estate frequently includes an ongoing business process, and we protect our clients’ interests by efficiently coordinating the payment of all bills and taxes, and ensuring that any required asset sales reflect the most beneficial valuation. When asset liquidation involves commercial real estate or a family business, we work with qualified appraisers on valuation issues. In all our trust and estate administration activities, we combine efficient handling of the business and legal issues involved with an appreciation of the financial implication of those issues for our clients and their heirs.
Estate Planning
The creation of personalized estate planning documentation is at the heart of Miles & Stockbridge’s estate planning practice. Our services are founded on the specifics of each individual’s or family’s asset structure, beneficiary relationships and special needs. We have developed estate plans and related documentation for estates ranging in size from far below the minimum federal taxable level ($1 million in 2003) to $60 million and more.
