Estate & Trust Tax Services

The taxation of estates and trusts involves complex rules that require specialized expertise. Our estate and trust tax professionals provide comprehensive compliance and planning services for executors, trustees, and beneficiaries.

Estate & Trust Tax Services Include:

• Federal and state estate tax returns (Form 706)
• Trust income tax returns (Form 1041)
• Gift tax returns (Form 709)
• Fiduciary accounting
• Estate income distribution planning
• Step-up in basis planning
• Generation-skipping transfer tax planning
• Charitable remainder trust administration

Get Estate Tax Help