Administration of Trusts & Estates
Robert J. Stern has extensive experience in trust and estate administration matters. His clients include executors, administrators, and trustees, both corporate and individual. From probating wills and collecting and valuing assets, to ensuring proper documentation, record keeping, and using the latest accounting and tax software, the estate administration process is made as easy and convenient as possible. Mr. Stern works closely with each client to provide guidance tailored to the client’s individual situation, on the many issues that arise in the administration of trusts and estates. In particular, Mr. Stern can assist with:
• estate and trust administration, including probate, formal accounts, petitions for adjudication, audits, schedules of distribution, and informal receipt and releases;
• federal and state taxes, including Federal Gift Tax Return (709), Federal Estate Tax Return (706), Pennsylvania Inheritance Tax Return, and audits in connection therewith;
• federal and state income tax returns, including U.S. Individual Income Tax Return (1040), Pennsylvania Individual Income Tax Return (PA40), U.S. Fiduciary Income Tax Return (1041), Pennsylvania Fiduciary Income Tax Return (PA41), and Split-Interest Trust Returns (Form 5227).
