Estate & Trust Services

Establishing an estate or trust can be a complex and overwhelming process. Our tax attorneys and Certified Public Accountants have the experience and expertise to guide you and build a plan that is tailored to your needs. We focus on your specific situation and construct the right estate and trust for you.

Our estate planning tools include:

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

Our estate services include:

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

Our trust services include:

Tax planning
Preparation of state and federal tax returns

Don’t let just anyone plan and build your estate or trust, make sure to hire competent professionals with the experience to give you the best possible advice.