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Trust, Estate & Fiduciary Litigation Support

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Financial clarity for complex trust, estate, and fiduciary disputes.

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A.Y.Bassam & Co. LLP provides accounting, tax, transaction-tracing, and financial analysis for attorneys, trustees, executors, beneficiaries, families, financial institutions, and other parties involved in trust, estate, and fiduciary disputes.

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Our work can include reconstructing financial activity, identifying and tracing assets, analyzing distributions, reviewing fiduciary accounting, evaluating tax consequences, and preparing schedules that help counsel and parties understand the financial issues in dispute.

 

We do not provide legal representation or determine legal rights. Our role is to provide reliable financial and tax analysis that supports informed decision-making, settlement discussions, mediation, arbitration, or litigation.

  • Trust and estate accounting analysis

  • Asset identification and transaction tracing

  • Review of fiduciary receipts and disbursements

  • Income, estate, gift, and generation-skipping tax analysis

  • Beneficiary distribution analysis

  • Financial reconstruction and reconciliation

  • Damages and surcharge calculations

  • Preparation of schedules and exhibits

  • Support for counsel in discovery, mediation, arbitration, and litigation

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