ESTATES AND TRUSTS

We guide our clients through the complexity of issues and record keeping associated with estates and trusts. We frequently collaborate with our client's estate and trust attorney to ensure proper administration and adherence to fiduciary responsibilities.

- Tax return preparation (estate, gift and fiduciary)
- Representation
- Consultation and planning
- Collaboration with other professionals such as attorneys to help adhere to fiduciary responsibilities and
  understand the unique tax issues in this area.