Decedents’ estates and trusts are separate legal entities administered by personal representatives and trustees respectively, subject to a fiduciary duty to their beneficiaries and creditors. Lyons | Sullivan counsels fiduciaries to properly administer these entities. We also represent beneficiaries to assert and defend their rights. At Lyons | Sullivan our goal is navigate the complex legal and tax issues involved in administering estates and trusts by:

  • Probating decedents’ wills where necessary and avoiding probate where possible.
  • Preparing disclaimers where appropriate.
  • Resolving will contests and TEDRA actions brought by beneficiaries.
  • Postmortem tax planning.
  • Resolving creditor claims.
  • Allocating and distributing trust assets