Other Estate Services
Occasionally, we are asked to perform services that require additional responsibilities in the administration of an account, such as:
- Extended negotiations in the acquisition, care or disposition of a major asset
- Exercise of discretionary powers to authorize utilization of funds
- Preparation of special or multiple reports or accountings in addition to customary periodic reports
- Services regarding personal property
- Review and reconciliation of records for determination of government filing requirements
- Analysis of closely held entities, including real estate interests