Thompson & Pollock LLC provides advice and counsel in matters of
Estate and Trust Administration. Services available to clients include:
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Drafting “Crummey Notices” for Life Insurance Trusts. |
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Preparation and filing of papers in Probate Court. |
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Identification and preparation of probate inventories. |
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Payment of debts, expenses and taxes. |
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Processing income receipts and distributions to beneficiaries. |
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Preparation and filing of federal and state estate tax returns. |
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Securing of releases of tax liens and handling estate tax audits. |
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Safekeeping of property. |
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Assembly of fiduciary income tax data and assistance in post mortem tax planning. |
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Special services in administering real estate or other kinds of assets. |
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Maintaining good relations with and providing a variety of financial and personal services to beneficiaries. |
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Ancillary administration outside New Jersey. |
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Collection of life insurance and employee benefits. |
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Creating accountings and reports to clients and beneficiaries. |
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Resolving and instituting Will contests. |
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Establishing trusts and private foundations. |
Additionally, we frequently work with independent third parties to assist in Estate and Trust Administration matters including:
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Transfer of life insurance policies into Life Insurance Trusts. |
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Investment of assets, including transfer of securities. |
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Making funeral arrangements. |
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Appraisals of estate and trust assets (including closely held stock, stamps, coins, jewelry and artwork). |
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Bookkeeping and accounting. |