Estate Administration, Nutter McClennen & Fish LLP Photo
Print PDF

Estate Administration


We understand that losing a loved one can be difficult and overwhelming, and it can be hard to know where to start. We advise and assist with as much of the estate administration process as desired.

Our Clients
We counsel family members, professional fiduciaries and institutions who are acting as personal representatives (executors). We also are engaged to represent beneficiaries of an estate.

Our Practice
We act as legal advisors to fiduciaries and beneficiaries and, in many cases, act as personal representative of estates. Our clients rely on us to work with their families and other advisors to administer estates in a timely and efficient manner. 

Our estate law services include:

  • Advising on fiduciary duties and obligations
  • Navigating the probate process, including opening the estate, obtaining a license to sell real or personal property when necessary or desirable, preparing the probate inventory and accounts, and closing the estate
  • Post-death tax planning, including use of disclaimers
  • Marshalling and managing estate assets, including real estate and business interests, during course of estate administration
  • Handling debts and expenses
  • Preparing or reviewing individual and fiduciary income tax returns
  • Ensuring proper distribution of estate assets, including retirement benefits, and funding pour over trusts in a tax efficient manner and in accordance with the estate plan
  • Preparing federal and state estate tax returns
  • Representing fiduciaries in estate tax audits with taxing authorities

View Practice Team

Representative Matters

Representative Matters

  • Business succession and tax planning for owners of closely held businesses

    Business succession and tax planning for owners of closely held businesses including advising multiple generations on planning opportunities surrounding the sale of a $300 million family business.

  • Represented the beneficiaries of a $700 million estate

    Nutter represented the beneficiaries of a $700 million estate on questions surrounding tax apportionment, allocation of expenses, and funding of trusts.

News & Insights




Back to Page