We Offer Meticulous Administrative Services
Many clients have a variety of questions pertaining to how estate planning works in the state of Florida. Certain aspects that involve financial manners frequently require people to make emotionally difficult decisions that involve loved ones.
Most executors have rarely if ever probated a will and know little about the process. Michael A. Lampert, P.A. can guide you through all aspects of probate, including:
We assist executors with the arduous process of collecting, managing, valuing, protecting and liquidating the assets of the estate. Michael A. Lampert, P.A. has a team of experts available to assist in every aspect of estate probate. When appropriate, the firm calls upon accountants, financial advisors, real estate agents, property managers and other professionals to assist with executor duties. We can access expert opinions about unique assets such as antiques, rare books, automobiles and other collectables for accurate valuation, management and possible sale.
Once a trust is established, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. For 30 years, Michael A. Lampert, P.A. has provided highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. We provide administration services to clients on a wide variety of trusts, including:
Michael A. Lampert, P.A. in West Palm Beach has extensive experience in all duties expected of a trust administrator, including:
PHONE: (561) 689-9407 or fill out the contact form on our website to schedule a consultation.