Trust & Estate Services

Our trust and estate services focus on wealth preservation, protection of assets, minimization of taxes, transfer of wealth and interests, compliance, and administration. We work closely with our client and other professionals to meet the client’s specific goals and needs.

Our trust and estate services include:

Estate Planning Services:

  • Development of an estate plan
  • Business succession planning
  • Gifting and charitable giving strategies
  • Retirement planning (including pension plans and IRAs)

Estate and Trust Administration Services:

  • Preparation of estate tax returns (Form 706) and applicable state filings
  • Preparation of federal gift tax returns (Form 709) and applicable state filings
  • Fiduciary income tax returns (Form 1041, U.S. Income Tax Return for Estates and Trusts) and applicable state filings
  • Internal Revenue Service and state examinations