We offer a wide range of trust, estate, and gift tax services. If you are the executor of an estate, our experienced professionals can assist in preparing any estate and inheritance tax returns that might need to be filed depending on the value of the estate. If you have funded a trust, you will most likely be required to file a gift tax return as well as trust tax returns. Not only do we focus on the federal implications of trust filings, but we also focus on state tax filings which can be inadvertently overlooked during the initial setup phase of a trust.
Trust, estate & gift tax services include:
- Preparation of Federal and state trust income tax returns for simple and complex trusts, grantor trusts, charitable remainder/split interest trusts, irrevocable life insurance trusts and special needs trusts
- Preparation of Federal and state estate and inheritance tax returns depending on the value of the estate
- Preparation of Federal and state gift tax returns if you have gifted over the annual exclusion amount individually or as a couple or have funded a trust
In addition to trust, estate and gift tax services, we offer other trust and estate services such as preparation of trust and estate accountings in the format required by the Court for probate estates and trusts and for the use of trustees and beneficiaries.
