estate and trust services

Good & Fowler can assist clients with the administration of trusts, conservatorships and probate matters.

• Developing a comprehensive individualized estate plan.
• Preparation of trust accountings, conservatorship accountings and probate accountings in accordance with the California Probate Code.
• Post-Mortem tax planning designed to minimize taxes.
• Referral to estate and trust attorneys and assistance hiring appraisers.
• Preparation of estate tax returns and fiduciary income tax returns.
• Assistance and planning with allocation of assets to new subtrusts upon death.