Fiduciary Accountings Simplified.
National Fiduciary Accounting Services
At Fiduciary Administration Solutions, our team of experienced attorneys and accountants use powerful, sophisticated software to generate fiduciary accountings that can be formatted to comply with the requirements of virtually any jurisdiction, including guardianship accountings, conservatorships, trustee accountings, and estate accountings.
Expert Analysis and Capabilities
Preparing accurate accountings that can be reconciled by fiduciaries, beneficiaries, and the Courts is our top priority. Our team is capable of analyzing large volumes of financial records and accurately reporting virtually any type of financial transaction (i.e., stock splits, dividend reinvestments, capital gains, taxable and non-taxable dividends, stock redemptions, etc.) quickly and efficiently on the appropriate accounting schedule.
Quick and Efficient Turnaround
We prioritize fast, efficient service without sacrificing accuracy, ensuring timely delivery of your fiduciary accounting needs. Our streamlined processes allow us to handle your requests quickly while maintaining the highest standards of quality.
Additional Fiduciary, Law Firm and Attorney Services
Probate & Estate Settlement Support Services
Trust & Estate Litigation and Administration Support Services
Trust & Estate Litigation and Administration Support Services
Our team will assist in drafting Petitions, Waivers, Consents, Releases, Settlement Agreements, Final Account and Release Instruments, Demand Letters, and many other types of documents to secure a settlement of an estate or probate proceeding.
Trust & Estate Litigation and Administration Support Services
Trust & Estate Litigation and Administration Support Services
Trust & Estate Litigation and Administration Support Services
Our team will assist in the drafting and preparation of petitions, complaints, answers, motions to dismiss, motions for summary judgment, discovery demands and responses, and many other litigation projects.
Legal and Tax Research Support Services
Legal and Tax Research Support Services
Legal and Tax Research Support Services
Our team has full access to powerful legal databases to help guide and facilitate complex legal research in any jurisdiction. We prepare comprehensive legal memoranda outlining and analyzing the issues and providing objective analyses.
Estate Planning and Drafting Services
Legal and Tax Research Support Services
Legal and Tax Research Support Services
Our team is capable of assisting in the drafting of completely customized wills, revocable living trusts, Medicaid Asset Protection Trusts, SLATS, ILITS, Power of Attorney Instruments, Health Care Proxies, Living Wills, and other estate planning instruments in any jurisdiction.
Meet the FAS Founder
Michael J. Borger, Esq., LL.M
Mr. Borger is an attorney based in New York with extensive experience representing fiduciaries in all types of trust and estate administration matters, preparing and settling comprehensive fiduciary accountings, conducting complex legal research, and handling all aspects of pre-trial motion practice. After graduating as the Salutatorian of his law school class (Touro College Jacob D. Fuchsberg Law Center), he continued his academic journey by earning a Master of Laws (LL.M.) in Taxation from Villanova Law School. Mr. Borger frequently publishes legal articles in local bar association news paper, law reviews, and other well-known legal publications across the nation.
Mr. Borger's Legal Scholarship is Nationally Recognized:
Bloomberg Tax
GGI Global Alliance
Wealth Management
Structuring Tax-Efficient Trust Decantings After ‘The Guidance’ (2024)
Wealth Management
GGI Global Alliance
Wealth Management
QSBS Valuation for Enhanced Estate and Tax Benefits (2024)
GGI Global Alliance
GGI Global Alliance
GGI Global Alliance
A Tale Of Two Tax Regimes: Estate Planning Considerations For Non-Domiciliaries (2023)
Touro Law Review
GGI Global Alliance
GGI Global Alliance
In a New York State of Mind: The Corporate Trustee’s Toolkit for
Effectuating Non-Judicial Trust Modifications in the Empire State (2024)
New York Law Journal
Suffolk County Bar Association
Suffolk County Bar Association
Standing of Trust Beneficiaries in Derivative Actions (2023)
Suffolk County Bar Association
Suffolk County Bar Association
Suffolk County Bar Association
Understanding the Scope of SCPA 1401 Examinations (2023)
Office Locations (By Appointment Only)
HOLBROOK
4250 Veterans Memorial Highway
Suite 3100W, 3rd Floor
Holbrook, New York 11741
MELVILLE