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Estate, Gift & Trust Taxes

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We have extensive experience preparing estate, gift and trust income tax returns.  We review your sophisticated multi-generational plans and complex entity structures to advise on your income tax reporting requirements.  Our experienced tax professionals coordinate with your estate attorney to ensure your high-end planning is correctly reported on your tax filings.

We work with your advisory team to ensure that you have the optimal business succession plan and we assist with its continuing administration.  Estate and business succession planning is one of the most unique and significant issues facing closely held businesses.  Failing to plan appropriately for estate taxes and business succession, as many businesses do, can devastate even the most stable closely held business.  Fortunately, with proper planning, much of the estate tax burden can be reduced or even eliminated.

We are well versed in the recent estate and gift tax legislation. This new legislation impacts estates of all sizes. We will review current business succession and estate plans to ensure that maximum benefit is obtained. The new laws provide new opportunities; however, failure to appropriately plan for these changes can greatly reduce their benefit.


Our estate, gift, and trust services include:

  • Trust and Estate Income Tax Preparation
  • Gift Tax Preparation
  • Comprehensive Gift & Estate Structuring and Tax Minimization
  • Business Succession Planning
  • Gift Planning
  • Generation-Skipping Transfer Tax (GST) Planning
  • Charitable Planning
  • Insurance Planning