Trusts and Estates

The Lambos Firm, LLP maintains an active trust and estates administration practice, having represented numerous trusts and estates in all phases from creation to probate/inception to the final accounting (whether settled by a formal proceeding or by agreement). We prepare all necessary tax returns and handle IRS audits until all tax proceedings are resolved, and the trust or estate is closed.

The firm also maintains extensive experience in estate-tax planning for those who may require credit shelter and/or QTIP trusts, etc. The tax planning may be through testamentary planning via a Will, or through use of a Revocable Living Trust. The firm also prepares Living Trusts for those individuals who simply wish to avoid the probate process.

In addition, the firm offers elder-law counseling, including the preparation of such documents as simple Wills, Health Care Proxies, Health Care Directives (“Living Will”), Powers of Attorney, and Living Trusts.