Diserio Martin O'Connor & Castiglioni LLP

Administration

Our Trusts & Estates Department has extensive experience in dealing with the Probate Courts, Surrogates Courts, the Internal Revenue Service, and State inheritance tax agencies in New York, Connecticut and Florida. We assist the Executor in preparing federal estate tax returns and the state estate, inheritance and succession tax returns.

We also give guidance concerning the amount of estate tax due and the provisions for paying the tax on time. We have experience working with the Executor on audits and requests for information from the taxing authorities. Upon completion of the tax proceedings, our trusts and estates attorneys can assist with the distribution of assets to beneficiaries in accordance with the will or trust instrument and the preparation of appropriate accountings and fiduciary income tax returns.