Estate Accounting Lawyer
Estate accounting is an important part of estate administration, and it requires attention to detail and an advanced understanding of tax law and accounting. Especially when dealing with an estate with valuable assets, you want to work with our professional team. Our estate accounting lawyer will make sure your estate is financially compliant. Call Aptt Law LLC today to discover how we can help!
Estate Accounting Lawyer
Estate accounting involves managing and reporting the financial activities of an estate. These activities can include income, expenses, assets, and liabilities. Preparing financial statements, tax returns, and similar reports is integral to making sure that your estate is administered correctly and in compliance with all tax laws and regulations. Our efforts can help you reduce or avoid massive penalties and fines.
Our legal team can handle several responsibilities as we provide guidance and support to trustees, executors, and beneficiaries. Besides preparing estate tax returns, we can prepare financial statements like balance sheets and income statements to create a clear picture of your estate’s financial situation. Regularly undergoing this process can help when it comes to dividing assets and resolving tax disputes.
Managing an estate and its assets is complicated, especially when there’s an abundance of assets and beneficiaries. Our team helps by creating a strong foundation for your estate, giving your family members peace of mind and an actionable plan. Of course, even with a clear will or trust, disputes can happen.
When distributing assets among beneficiaries, we can mediate should any conflicts arise. Besides resolving disputes between beneficiaries, we can resolve disputes between other parties, like creditors or tax authorities. Litigation can be expensive, which is why we often recommend mediation first.
Our Experience Makes The Difference For Estate Accounting
Our estate accounting lawyer’s years of experience can make a difference when it comes to planning or managing your estate.
- Geoffrey M. Aptt is our founder and attorney, and he has over a decade of legal experience. To date, he has overseen more than $300 million in business and real estate assets. He understands that some real estate and its assets can be complicated, but he has experience handling both small and large properties.
- Jaclyn M. Dubois has been a paralegal since 2014, and her experience includes estate planning, business law, and real estate practices. She was once appointed as a trustee for a complex estate plan that involved multiple businesses and properties.
- We always provide comprehensive legal services, and part of this process starts with an initial free consultation. During this time, we can quickly go over the details of your case and determine the best solutions. We can also provide estimates for how much our services will cost.
Whether you’re wanting to start an estate or are currently needing help to financially manage it, you can trust our experienced team. We’ll work with you every step of the way, including through problems like disputes. Call Aptt Law LLC and ask to speak with our estate accounting lawyer!
Disclaimer:
- The Rhode Island Supreme Court licenses all lawyers in the general practice of law, but does not license or certify any lawyer as an expert or specialist in any field of practice. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice, nor the formation of a lawyer client relationship.
- No Attorney-Client Relationship Created by Use of this Website. Neither your receipt of information from this website, nor your use of this website to contact Aptt Law LLC (hereinafter “the Firm”) or one of its lawyers creates an attorney-client relationship between you and the Firm. You will become a client of the Firm only if and when you sign an engagement agreement setting forth the scope of the Firm’s engagement, the fee arrangement and other relevant matters.
- Disclosure Under IRS Circular 230: Any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any tax-related transaction or matter.
