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Estates, Trusts & Gift Tax

Effective Planning Strategies

Whether you are a high net worth individual whose estate plan includes several trusts, the newly named executor of a family member’s estate, a parent wanting to gift a sizable portion of a down payment to a child, or anyone else with a question about trusts, estates, and gifting, we stand ready to help. 

We work in coordination with your attorney and other advisors to ensure that your estate and gift plan minimizes estate and gift taxes while carrying out the objectives of the plan. And we ensure that you comply with all tax filing requirements.

  • Federal & State Estate and Trust income tax preparation for:

    • Grantor Trusts

    • Irrevocable Trusts

    • Credit Shelter Trusts

    • Marital Trusts

    • Children’s Trusts

    • Special Needs Trusts

    • Charitable Remainder Trusts​

  • Preparation of Estate and Gift Tax returns

    • 706​

    • 1041

    • 709

  • Estate, Trust and Gift planning

  • Trust and Will review

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