Estate and trust administration services are a primary focus and strength of Newbery, Ungerer & Hickert, LLP. Dave Newbery, B.J. Hickert and Jeff Ungerer have taught the Estate and Gift Tax course at Washburn Law School. Dave Newbery and Jeff Ungerer are CPAs. B. J. Hickert and Seamus Smith each have an LL.M. in Taxation degree from the University of Missouri-Kansas City School of Law. Law firm attorneys have decades of estate planning, probate and trust administration experience.
This knowledge and experience is critical to properly administer an estate and 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 25 years. Sharon Efird has over 20 years of probate, estate and trust administration experience.