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    Estate & Trust Administration
Thompson & Pollock LLC provides advice and counsel in matters of Estate and Trust Administration.  Services available to clients include:

Drafting “Crummey Notices” for Life Insurance Trusts.
Preparation and filing of papers in Probate Court.
Identification and preparation of probate inventories.
Payment of debts, expenses and taxes.
Processing income receipts and distributions to beneficiaries.
Preparation and filing of federal and state estate tax returns.
Securing of releases of tax liens and handling estate tax audits.
Safekeeping of property.
Assembly of fiduciary income tax data and assistance in post mortem tax planning.
Special services in administering real estate or other kinds of assets.
Maintaining good relations with and providing a variety of financial and personal services to beneficiaries.
Ancillary administration outside New Jersey.
Collection of life insurance and employee benefits.
Creating accountings and reports to clients and beneficiaries.
Resolving and instituting Will contests.
Establishing trusts and private foundations.


Additionally, we frequently work with independent third parties to assist in Estate and Trust Administration matters including:

Transfer of life insurance policies into Life Insurance Trusts.
Investment of assets, including transfer of securities.
Making funeral arrangements.
Appraisals of estate and trust assets (including closely held stock, stamps, coins, jewelry and artwork).
Bookkeeping and accounting.
 
   
     
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