Estate and trust administration services are a primary focus and strength of Newbery, Ungerer & Hickert LLP. Dave Newbery and B.J. Hickert have taught the Estate and Gift Tax course at Washburn Law School. Dave Newbery is a CPA. B. J. Hickert, Allison Koehn and Seamus Smith each have LL.M. in Taxation degrees. Law firm attorneys have decades of estate planning, probate and trust administration experience.
This knowledge and experience is critical to properly administer an estate or trust, since numerous financial decisions often must be made at the outset – for example, elections regarding IRA and retirement plan distributions, funding of trusts and sub-trusts, tax elections, and beneficiary and creditor claims.
The law firm’s staff is likewise skilled and experienced. CPA Connie Holthaus has prepared income tax returns, including for estates and trusts for over 30 years. Sharon Efird has over 25 years of probate, estate and trust administration experience.