Estate, Gift & Trust Taxes

We have extensive experience preparing estate, gift and trust income tax returns. We review your sophisticated multi-generational plans and entity structures to advise on your income tax reporting requirements. As your trusted advisor, we also help implement your complex estate and gifting strategies. Our experienced tax professionals coordinate with your entire financial team to ensure your planning is correctly reported on your tax filings.

Failing to plan appropriately for estate taxes and business succession can devastate even the most stable closely held business. We work with your advisory team to ensure that you have the optimal business succession plan and we assist with its continuing administration. Fortunately, with proper planning, much of the estate tax burden can be reduced or even eliminated.

We are well versed in the recent estate and gift tax legislation and will review current estate plans to ensure that maximum benefit is obtained. Pending law changes provide new opportunities; however, failure to appropriately plan for these changes can greatly reduce their benefit.

Our estate, gift, and trust services include:

• Trust and Estate Income Tax Preparation
• Gift Tax Preparation
• Comprehensive Gift & Estate Structuring and Tax Minimization
• Business Succession Planning
• Gift Planning
• Generation-Skipping Transfer Tax (GST) Planning
• Charitable Planning
• Insurance Planning