All Estates, Trusts & Gifts Services

Estate Tax Planning & Compliance

Our estate tax planning professionals have extensive experience with highly complex transactions. We take a comprehensive approach in identifying and solving complex financial and family issues involved in preserving and maximizing the transfer of wealth among generations.
• Federal & State Estate Tax Returns
• Family and Limited Partnerships
• Irrevocable Life Insurance Trusts (ILIT)
• Qualified Principal Residence Trusts (QPRT)
• Charitable Giving
• Federal and State Estate Tax Planning

Compiled & Reviewed Financial Statements

Maintaining the ability to protect and distribute wealth is vital to successful succession planning.

Choosing the proper trust instrument is critical. Selecting a team that understands the intricacies of complex trusts is imperative. Our tax professionals have been providing guidance to families for over 30 years. Our team will lead you through the maze of interrelated planning decisions. We will strive to minimize your tax liability while maximizing wealth accumulation.

Trust Services

• Complex Trusts

• Simple Trusts

• Children’s Trusts

• Spend-Thrift Trusts

• Gifting to Family Partnerships

Gift Services

• Income Tax Planning

• College Funding Planning (including tax credit consideration)

• Guaranteed Education Tuition Program (G.E.T.)