Estate and Trustee Taxes

Estate planning and transition is one of the most stressful items to deal with.  Our offices are versed in the application of the tax code to an estate and how gifting is affected.  Our expertise in deciphering and staying up to date on the different estate tax laws for each state allows our clients to feel guided and assured.

  • Estate tax planning
  • Trust & fiduciary taxation services
  • Complex trust formation & review
  • Estate tax preparation
  • Gift tax services


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