Mark A. Bregman, Estates and Trusts Lawyer

 

Probate & Estate Administration

probate lawyer

Probate Lawyer

What exactly is probate? It is the court-supervised administration of a decedent’s estate. The process can be anything but simple, depending on the size and nature of the assets to be administered, the number of parties involved, how well those parties get along, and many other issues that may arise. If you have suffered the loss of a family member and are faced with the prospect of dealing with the probate system, you do not have to go through it alone. Our probate attorneys will:

  • Help you determine whether probate is necessary or if you would be better served by an alternative procedure
  • Prepare a Small Estate Affidavit that will make probate unnecessary if the personal property is worth less than $50,000 and real property has an assessed value valuation minus liens of less than $75,000
  • Make the necessary court appearances on your behalf
  • Oversee the preparation and filing of tax returns for the decedent and the estate
  • In many instances, save tax dollars for those who receive money and property from the estate
  • Help resolve disputes between the parties involved in an equitable manner
  • Give advice about “stretch out” IRAs and other retirement account issues

We have efficiently guided many families through this difficult process and can do the same for you and your family.

Our probate lawyers are conveniently located south of Scottsdale in the Phoenix metropolitan area.

Estate Administration Attorney

The loss of a loved one is a traumatic event, filled with sadness, stress and anxiety about the future. To make matters worse, it is also a time when critically important financial and legal decisions must be made. At Mark Bregman Law, we understand the powerful emotions families experience during a time of loss, and will use our years of experience as estate administration attorneys to make the process  go as smoothly as possible.

Another important matter to consider upon losing a loved one is the issue of who will serve as trustee for the estate. It is a position that should not be taken lightly, because there are a number of duties and responsibilities that go along with assuming the role of trustee, as well as personal liability risks. These include statutory notice requirements, payment of expenses, beneficiary distributions, income and estate tax issues, and many more. If you have agreed to act as trustee, we can guide you through the process and make sure you avoid the risks that accompany it.

wealth counsel