Trust & Estate Administration
Fiduciaries face a range of duties and responsibilities. Our trust and estate administration team advises corporate and individual fiduciaries across the country to help them navigate complicated and sensitive administration issues.
We assist clients with probate matters, estate tax returns, trust modifications and terminations, income tax strategies, investment analysis, distribution decisions, nonjudicial settlement agreements, trust divisions, decantings and change-of-situs issues.
Our lawyers handle estate and trust administration disputes, complaints and fiduciary litigation. McGuireWoods’ fiduciary litigators team up with the firm’s trust and estate attorneys to provide fulsome advice to fiduciaries facing beneficiary allegations. We also represent beneficiaries seeking information or damages from misbehaving fiduciaries.
The team rigorously defends fiduciaries in the context of tax audits and tax controversy cases against the Internal Revenue Service to achieve the best tax outcomes for clients.
McGuireWoods’ trust and estate administration attorneys advise executors and trustees, guiding them in all aspects of their fiduciary responsibilities, helping to implement the goals of the settlor while maximizing outcomes for beneficiaries and minimizing fiduciary risk.
Named “Law Firm of the Year” for trusts and estates law.
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Consistently ranked nationally and in Virginia, North Carolina, and Washington, D.C., in private wealth law.
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