Probate & Estate Administration

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Probate involves the legal process that transfers title of property from the estate of a deceased person to his or her intended heirs. If the decedent left a Will, it must be proven valid by the probate court before the assets can be distributed.  If the decedent left no will, state statutes dictate how the estate should be administered. The decedent may also have established a trust that requires specialized attention.

If you’ve been named as personal representative or executor for the estate of a friend or family member, or state statute allows for you to administrator the estate, you’re responsible for ensuring that the estate is handled according to very specific state statutes and federal tax laws, which sometimes prove complicated to interpret.  For example, you must notify interested parties of the proceedings and publish notice of your appointment so that estate creditors may contact you regarding claims against the estate.

Competent estate planning prior to death will greatly lessen the possible difficulties of safeguarding the estate. However, as most deaths are unexpected, it is not unusual for there to be lack of proper estate and tax planning. Your commitments to the estate and the demands on your time will vary according to the complexity of the assets and liabilities involved, but all probate cases necessitate some specific duties.

Accountings and inventory of the estate’s assets must be completed, a procedure which sometimes entails obtaining professional valuations. If you must file an estate tax return, the IRS most likely will then audit, as the return symbolizes the final time the IRS will ever have a chance to collect taxes from the decedents. Many accountants, even CPAs, are reluctant to prepare such returns due to the intricacies involved.

Sometimes interested parties will dispute the administration, including Will provisions, and the process turns litigious. Inept or inadequate administration can lead to personal liability for you.  Such difficulties can result in stress added to the anxiety you’re already experiencing related to the loss of your loved one.

Probate proceedings can therefore become extended, complicated, and time-consuming for the personal representative.

As a tax boutique, we are uniquely qualified to assist those facing probate issues. From relatively simple probate proceedings to preparing estate taxes, we understand the legal ramifications of probate and estate administration.  Our team of tax professionals will provide you with knowledgeable advice, so that you can make informed decisions regarding the estate’s assets and liabilities.  If estate issues must be litigated, we will offer counsel based on experience and understanding of the law and the legal process.

If you’ve been appointed to represent an estate, call Law Offices of Christy Lee, P.C. Our assistance with the legal proceedings will allow you to focus on issues far more important – such as dealing with the loss of your loved one.

Why Should You Contact Law Offices of Christy Lee, P.C.?

When facing IRS Audits & Appeals, it's reassuring to have a tax professional on your side that understands the complexities of the law.

As a general rule, taxpayers who seek our legal advice concerning their tax obligations early in the IRS audit achieve substantially more favorable results than those who face such challenges alone.

We ensure that you don't misinterpret questions from the auditors and inadvertently provide information that could be harmful to your case.

You can have supreme confidence in our ability to establish an effective defense for your case due to our collective knowledge regarding the intricacies of tax law.

Tax law routinely updates and changes. For that reason, the team at Christy Lee Law is always up to speed on current developments so that we may find and utilize key advantages of the law.

We mark and utilize every benefit afforded to business owners as it relates to the Internal Revenue Code. We stand by that commitment to our clients.

Disclaimer: Material contained in this website is intended for informational purposes only and should not be interpreted as legal advice. The content does not constitute an attorney-client relationship between the user and Law Offices of Christy Lee, P.C., and users should not act on the content without seeking legal counsel in their own jurisdictions.