Estates & Trusts

Want the government to decide who gets your property?

We didn’t think so.

Anyone who owns property needs an estate plan. An estate plan allows you to direct how and to whom your property will be distributed – and it’s an ongoing process.

We focus on your needs and construct the right estate and trust plans for you.

We use a number of different estate planning tools including:

  • Family Limited Partnership
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Qualified Personal Residence Trust
  • Grantor Retained Annuity Trust
  • Intentionally Defective Grantor Trust
  • Irrevocable Life Insurance Trust

For estates, we handle:

  • Tax planning
  • Filing of estate tax forms
  • Representation before the IRS for tax examinations
  • Preparation of state and federal income tax returns
  • Post mortem tax planning
  • Final 1040 for decedent

For trusts, services include:

  • Tax planning
  • Preparation of state and federal tax returns

In addition, depending on your needs:

  • We will act as personal representative or trustee
  • We’ll handle gift tax planning and returns
  • We’ll provide expert witness support and forensic accounting for probate and trust litigation

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