Companies and individuals navigating trusts and probates are represented by Schwabe.

Overview

Easing the burden of probate and trust administration

The administration of trusts, probates, and estates can be difficult and time-consuming without experienced legal assistance. Following the death of a loved one, we help administer trusts and estates, file probates, and resolve disputes. We guide personal representatives and trustees through their roles in administering trusts and probates of various types and sizes, including preparing and filing federal estate tax returns (Form 706), federal gift tax returns (Form 709), and Oregon and Washington estate tax returns.

Resolving disputes, tax audits, and litigation

Any probate or trust administration can be the subject of a tax audit or the focus of a family dispute. Our attorneys are skilled at resolving tax issues with the IRS and Departments of Revenue at audit, on appeal, and in court. We are experienced in will contests; modification, reformation, or termination of irrevocable trusts; contested creditor claims; and fiduciary proceedings alleging breach of fiduciary duty, elder abuse, and other improper behavior.

Where necessary, we help families establish and maintain guardianships and conservatorships to care for minors and adults who need help with medical and/or financial decisions.