Probate, Trust, & Guardianship Administration
Jackson Walker’s Wealth Planning attorneys assist and advise on a variety of probate and estate administration, trust administration, and guardianship matters.
Probate and Estate Administration
Probate and estate administration is a complex process that unfolds during the most difficult of times. Our dedication to understanding our clients and the needs of their family enables us to navigate them through this difficult time with as little interruption and frustration as possible. Our attorneys handle all filings before the probate court and are able to oversee the asset evaluation process, including obtaining valuations and preparing the required inventories. We also assist with creditors’ claims and estate distributions and can handle both federal estate tax returns and state death tax returns. When necessary, we represent estate beneficiaries in contested matters and negotiate settlements.
Trusts are an important aspect of wealth planning and often key to maintaining harmonious family relations. We work closely with clients to construct the proper trust arrangements to meet their needs. We are then available each step of the way to see that the administration and distribution of the trust are handled smoothly and effectively. Our Wealth Planning attorneys advise trustees as well as beneficiaries on both the legal and tax aspects and implications of trust administration. We provide guidance on construction, interpretation, revocation, and reformation of the trust in accordance with the trust agreement and compliance with state and federal law.
We often assist beneficiaries in understanding and, if need be, enforcing their rights to distributions, accounting information, and any additional information they are entitled to receive, particularly when there has been a breach of one or more fiduciary duties. We also advise on adjudication and dispute resolution when issues arise between beneficiaries and can assist in identifying and recovering trust assets when necessary.
Jackson Walker Wealth Planning attorneys establish and administer guardianships. Depending on the situation, we can assist with drafting powers of attorney and supported decision making agreements, representation of the guardian of the estate, the guardian of the individual, or the guardian ad litem, and the opening and closing of the guardianships for minors and incapacitated adults.
January 10, 2022
Jackson Walker is pleased to announce the arrival of five Houston litigators focused on probate, trust, and fiduciary litigation. The team is led by Sarah Patel Pacheco and includes Kathleen Tanner Beduze, Joshua R. Flores, Joe R. Savoie, and Jocelyn Thibodaux Slater.