Estate and Trust Administration

The Wills, Trusts & Estate Administration Practice of Capehart Scatchard provides knowledgeable and efficient services for estate and trust administration. Our highly qualified attorneys are routinely sought to settle the most complex estate matters, including estate-related litigation.

We counsel named executors and trustees, court-appointed representatives and professional trust administrators, as well as corporate fiduciaries. Primarily in Mt. Laurel, we handle estate administration and litigation throughout New Jersey and Eastern Pennsylvania.

The administration of even a modest estate can be immensely complicated by state and federal laws that are always evolving. Many of our clients have additional considerations such as succession of a family business, New Jersey inheritance tax, federal estate tax and gifting allowances, to name a few. Our lawyers provide close assistance to fiduciaries or full-service administration to wind down the estate and fulfill trust obligations.

We cover every duty and every facet, including marshaling assets, obtaining valuations and appraisals, making elections and transfers, liquidating assets, satisfying creditors, paying taxes, post-mortem tax planning and fulfillment of reporting and accounting requirements.

Estate, Trust And Probate Litigation

The accomplished trial lawyers of our Practice have represented estates, fiduciaries, individual beneficiaries and excluded heirs in the full spectrum of litigated matters:

  • Will contents (undue influence, fraud, testamentary capacity)
  • Spousal elective share
  • Misappropriated assets
  • Mismanagement of trusts and investments
  • Valuation disputes
  • Calculation of inheritance or estate taxes
  • Breach of fiduciary duty
  • Jurisdictional disputes
  • Creditor claims

We aim to resolve conflicts before family members are pitted against each other in a legal battle, but we will vigorously protect our clients’ interests when they have been wronged or when disputes must be settled by a court. We have handled probate litigation and tax litigation in Superior Court, United States District Court and (NJ and U.S.) Tax Court, as well as state and federal appellate courts.

Arrange a consultation with Capehart Scatchard’s wills and trusts attorneys.