Estate administration and trustee engagements involve managing estates and trusts that hold diverse and often illiquid assets — including commercial and residential real estate portfolios, closely held business interests, investment accounts, and personal property of significant value. The fiduciary must identify and marshal all estate assets, evaluate and resolve creditor claims, manage ongoing business operations where applicable, and ultimately distribute estate assets in accordance with the governing instruments and court orders. Where the estate is the subject of litigation — whether probate contests, creditor claims proceedings, or disputes among beneficiaries — the administration must proceed in parallel with active litigation, requiring coordination between transactional, fiduciary, and litigation functions.

High-value estates frequently present additional complexity in the form of cross-border asset holdings, multi-generational family dynamics, and the need to engage financial advisors, accountants, real estate professionals, and family office personnel in the administration process. The trustee or administrator must exercise independent judgment in the management and disposition of estate assets, ensure compliance with tax reporting and fiduciary accounting obligations, and communicate transparently with beneficiaries and the court regarding the status of the administration.

• Administration of estates encompassing commercial real estate portfolios, business interests, and diversified investment holdings
• Trustee services for high-value trusts requiring asset management, beneficiary distributions, and fiduciary accounting
• Creditor claims management, including evaluation, negotiation, and resolution of contested claims against estate assets
• Coordination of estate administration with parallel litigation, probate proceedings, and regulatory obligations
• Multi-jurisdictional estate administration involving real property and business interests held across state and international boundaries