Trusts

Trust administration occurs after the death of an individual who established a Trust. The administration process is necessary in order to handle expenses and outstanding debts, gather the assets available for distribution, retitle assets for the benefit of the surviving spouse if married, handle preparation and filing of gift, estate and income taxes, and for eventual distribution to the intended beneficiaries. Trust law dictates that each of these necessary steps is handled with precision and diligence. Accordingly, the team at Bohm Wildish & Matsen, LLP has a dedicated department with extensive expertise in Trust Administration.

“Comprehensive knowledge of Trust law and the tax ramifications associated with Trust funding and distribution enable our clients and beneficiaries to obtain the best service in this complex area.”

LITIGATION
Trust and estate litigation requires a skilled and experienced legal team that can understand the elaborate and complex legal and financial issues involved in these types of disputes as well as the delicate and emotional nature of these cases. Trust and Estate litigation may be necessary to protect the rights of certain heirs and family members. Oftentimes, litigation is necessary because of poor drafting of the testamentary documents or as a result of disputes among the beneficiaries or the individuals named to manage the assets of the Trust or estate.

The goal at Bohm Wildish & Matsen, LLP is to initially attempt to resolve disputes involving Trusts and Estates through communication and mediation before bringing an action in Court. By resolving conflicts in this fashion, the parties avoid the high costs often associated with litigation proceedings, a tremendous amount of time required by the Court system, and hopefully maintain harmony between the parties who are often family members. When litigation proves unavoidable, the team at Bohm Wildish & Matsen, LLP has a proven track record in successfully prosecuting and defending our clients. Our team utilizes extensive knowledge of trust and estate law with a combined 100+ years of experience in order to realize the most favorable outcome.