For over 70 years, we have provided comprehensive trusts and estates services to our clients. We understand that addressing a family’s future deserves the upmost gravity and discretion.
We distinguish ourselves in the marketplace by having a dedicated Trusts and Estates Group consisting of attorneys and CPAs, plus para-professional and administrative staff. Our Group works together with individuals and prominent law firms, trust companies and wealth management firms, often serving as an extension of those firms, to provide a comprehensive suite of services and a great depth of experience in trusts and estates matters.
We help our clients maximize the value of their estates that will pass to their intended beneficiaries while enabling them to continue their current standards of living and ensure minimal disruption to their business operations. This requires us to possess deep knowledge and experience in tax laws, rules and regulations and to stay current with the ever-changing trusts and estates landscape.
Trusts and estates services include:
- Estate planning support including sophisticated projections
- Fiduciary income tax planning and tax return preparation
- Estate and gift tax return preparation and review
- Estate, gift and income tax audit representation
- Fiduciary accountings
- Estate administration and reporting
