Estate & Trust

Do you know who will get your assets when you die? Are you sure that’s who you want?

Anyone who owns assets 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 desires and construct the right estate and trust plan for you in the most tax efficient manner.

We use a number of different estate planning tools to meet your objectives 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

Our estate and trust team prepares 1,200 tax returns (Form 1041) annually for trusts ranging from simple trusts to complex trusts.

In addition, depending on your needs:

  • We can assist you when you act as a 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