Waldron Rand offers a full range of professional services: Assurance, Taxation, Business Advisory, Estate Planning and Trust Administration, and Client Accounting Services. Our experienced team works closely with businesses (domestic and international) and high-net-worth individuals, providing technical expertise and trusted guidance.

Estate Planning/Trust Administration

We have experience in all aspects of estate, gift, and fiduciary income tax planning, compliance, and administration.

Our Estate Planning/Trust Administration 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.