Estate & Trust
Do you know who will get your assets when you are no longer here? 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
We focus on your unique situation and construct the right estate and trust plan for you in the most tax efficient manner.
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
Our Professionals








Scott Goldberger, JD, CPA
Principal, Estate & Trust
Boca Raton
Scott Goldberger is a principal with Kaufman Rossin and leads the firm’s Estate and Trust practice. He specializes in developing and implementing sophisticated estate planning strategies for high-net-worth individuals and families.
Mark Scott, JD, LL.M.
Principal, Estate & Trust
Miami
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries.
James A. Osteen, JD, LL.M., CPA
Principal, Estate & Trust
Miami
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Nicholas Hayes, CPA
Senior Manager, Estate & Trust
Boca Raton
Nicholas Hayes is a manager in Kaufman Rossin’s estate and trust practice, where he provides tax compliance, advisory and consulting services for a variety of clients, including high-net-worth individuals, estates, trusts and tax-exempt organizations.
He specializes in individual, family …
Janet Fifer, CPA
Associate Principal, Estate & Trust
Miami
Janet Fifer joined Kaufman Rossin in 1996 and is an associate principal in the estate, trust and exempt organizations practice. Janet is in charge of fiduciary income tax compliance and oversees fiduciary accountings prepared in accordance with Florida law.
She also oversees the…
Deborah P. Morrison, CPA
Tax Director, Estate & Trust
Miami
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.
Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies….








Scott Goldberger, JD, CPA
Principal, Estate & Trust
Boca Raton
Scott Goldberger is a principal with Kaufman Rossin and leads the firm’s Estate and Trust practice. He specializes in developing and implementing sophisticated estate planning strategies for high-net-worth individuals and families.
Mark Scott, JD, LL.M.
Principal, Estate & Trust
Miami
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries.
James A. Osteen, JD, LL.M., CPA
Principal, Estate & Trust
Miami
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Nicholas Hayes, CPA
Senior Manager, Estate & Trust
Boca Raton
Nicholas Hayes is a manager in Kaufman Rossin’s estate and trust practice, where he provides tax compliance, advisory and consulting services for a variety of clients, including high-net-worth individuals, estates, trusts and tax-exempt organizations.
He specializes in individual, family …
Janet Fifer, CPA
Associate Principal, Estate & Trust
Miami
Janet Fifer joined Kaufman Rossin in 1996 and is an associate principal in the estate, trust and exempt organizations practice. Janet is in charge of fiduciary income tax compliance and oversees fiduciary accountings prepared in accordance with Florida law.
She also oversees the…
Deborah P. Morrison, CPA
Tax Director, Estate & Trust
Miami
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.
Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies….








Scott Goldberger, JD, CPA
Principal, Estate & Trust
Boca Raton
Scott Goldberger is a principal with Kaufman Rossin and leads the firm’s Estate and Trust practice. He specializes in developing and implementing sophisticated estate planning strategies for high-net-worth individuals and families.
Mark Scott, JD, LL.M.
Principal, Estate & Trust
Miami
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries.
James A. Osteen, JD, LL.M., CPA
Principal, Estate & Trust
Miami
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Nicholas Hayes, CPA
Senior Manager, Estate & Trust
Boca Raton
Nicholas Hayes is a manager in Kaufman Rossin’s estate and trust practice, where he provides tax compliance, advisory and consulting services for a variety of clients, including high-net-worth individuals, estates, trusts and tax-exempt organizations.
He specializes in individual, family …
Janet Fifer, CPA
Associate Principal, Estate & Trust
Miami
Janet Fifer joined Kaufman Rossin in 1996 and is an associate principal in the estate, trust and exempt organizations practice. Janet is in charge of fiduciary income tax compliance and oversees fiduciary accountings prepared in accordance with Florida law.
She also oversees the…
Deborah P. Morrison, CPA
Tax Director, Estate & Trust
Miami
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.
Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies….








Scott Goldberger, JD, CPA
Principal, Estate & Trust
Boca Raton
Scott Goldberger is a principal with Kaufman Rossin and leads the firm’s Estate and Trust practice. He specializes in developing and implementing sophisticated estate planning strategies for high-net-worth individuals and families.
Mark Scott, JD, LL.M.
Principal, Estate & Trust
Miami
Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies for clients in various industries.
James A. Osteen, JD, LL.M., CPA
Principal, Estate & Trust
Miami
James (Andy) Osteen is a Principal in Kaufman Rossin’s estate, trust, and exempt organization practice. He provides tax compliance, advisory, and consulting services for various clients, including high-net-worth individuals, estates, trusts, and tax-exempt organizations.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Nicholas Hayes, CPA
Senior Manager, Estate & Trust
Boca Raton
Nicholas Hayes is a manager in Kaufman Rossin’s estate and trust practice, where he provides tax compliance, advisory and consulting services for a variety of clients, including high-net-worth individuals, estates, trusts and tax-exempt organizations.
He specializes in individual, family …
Janet Fifer, CPA
Associate Principal, Estate & Trust
Miami
Janet Fifer joined Kaufman Rossin in 1996 and is an associate principal in the estate, trust and exempt organizations practice. Janet is in charge of fiduciary income tax compliance and oversees fiduciary accountings prepared in accordance with Florida law.
She also oversees the…
Deborah P. Morrison, CPA
Tax Director, Estate & Trust
Miami
Debbie Morrison joined Kaufman Rossin in 2003, bringing 20 years of tax consulting and tax compliance experience. She previously was a Tax Director at PricewaterhouseCoopers.
Debbie’s expertise is working with high-net worth individuals, their families, and their privately held companies….
Latest Insights
Featured Blog
10 year-end tax-planning tips for your 2022 taxes
Featured News
Matthew Wahler named tax advisory services principal at Kaufman Rossin

All Industries | July 30, 2021
Matthew Wahler named tax advisory services principal at Kaufman Rossin
Resources
Video
Tax Tip: Charitable Contributions
Quick Questions
5 Quick Questions to Ask Yourself About Your Estate Plan
Webinar
Do You Trust Your Trust Accounting?
Video
Client Testimonial: American Panel
Video
Don’t Wait to Start Estate Planning
Video