Estate Planning & Administration - Patla Straus Robinson & Moore, P. A. -- Attorneys

Estate Planning & Administration

Patla, Straus, Robinson & Moore, P.A. is dedicated to providing sound financial and life planning advice through carefully developed estate plans, regardless of the size of the client’s estate. For clients with taxable estates, our attorneys have expertise in a vast array of wealth management strategies that can be used to develop a trusted plan to minimize federal and state income, gift, estate and generation-skipping tax consequences.

The experienced and dedicated attorneys and staff at Patla, Straus, Robinson & Moore, P.A. have a well-earned reputation for efficiency in settling an estate. Work in this area includes the process of probate, by which a person’s debts are paid and assets are distributed through the court, and the process of transferring the deceased’s non-probate assets. The firm provides the following services as needed:
• Gathering documentation and valuation of assets;
• Developing a strategy to minimize administration and tax costs;
• Preparing and filing the documentation necessary to probate the estate;
• Advising on management and investment of assets during administration;
• Advising bank trust officers and individual fiduciaries on compliance with federal and state laws and regulations governing the administration of estates and trusts;
• Litigating Will contests, if necessary;
• Preparing federal and state income tax, estate and gift tax returns.

Attorneys — Of Counsel —
Robert J. Robinson Karl H. Straus
Robert A. Freeman III
Andrew D. Atherton
Eileen M. McMinn
Zachary F. Lamb