Also, in many cases, individual fiduciaries are often beneficiaries as well. In those instances, it is important that the fiduciary separate the two capacities and operate and communicate effectively in such roles. Our background and understanding in the areas of estates, trusts, etc., allows us to assist in such action.
And finally, we are well-versed in addressing notices, requests, and clarifications with the IRS, state governments, counties, other counsel, interested parties, claimants, etc. We collaborate well with our legal and tax peers to ensure that fiduciaries, estates, and trusts are in good compliance.