Estate Trusts & Gifts
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.
• Complex Trusts
• Simple Trusts
• Children’s Trusts
• Spend-Thrift Trusts
• Gifting to Family Partnerships
• Income Tax Planning
• College Funding Planning (including tax credit consideration)
• Guaranteed Education Tuition Program (G.E.T.)