Estate Planning and Estate/Trust Administration
We have experience in all aspects of estate, gift, and fiduciary income tax planning, compliance, and administration.
Our services include:
- Estate, gift, and fiduciary income tax filings
- Estate & gift tax planning, including advice on design and structure of various wealth transfer strategies, charitable gifting, and business succession planning
- Post-mortem tax planning, including use of disclaimers, certain tax elections, and other strategies, as applicable
- Estate and trust administration, including preparation of estate inventories, trust accountings, and assistance with procuring date of death valuations and appraisals for estate tax purposes
Through an affiliated law firm, estate planning drafting services (including the preparation of Trusts, Wills, Durable Powers of Attorney, and Healthcare Proxies) and probate services are available to our clients.