Trust/Estate Tax Planning

Tax Return Compliance
- Income Tax Return for Estates and Trusts (Form 1041)
- Estate Tax Return (Form 706)
- Gift (and Generation-Skipping Transfer) Tax Return (Form 709)
Trust taxation
- Expertise in the taxation of revocable, irrevocable, grantor trusts
Estate Tax Planning
- Working with qualified attorneys, we guide you in options which seek to reduce your estate
- Strategic recommendations to minimize estate taxes and maximize the transfer of wealth to your beneficiaries
Gift tax strategies
- Personalized guidance on tax implications of gifting assets during your lifetime
- Finding gifting strategies that align with your financial goals and assist with future tax burdens