Estate & Trust Tax Services
Expert preparation of estate and trust tax returns, including comprehensive inheritance tax planning and professional trust administration.
Comprehensive Estate & Trust Services
Estate Tax Planning
Strategic planning to minimize estate taxes and ensure smooth wealth transfer to beneficiaries.
Trust Administration
Professional management of trust tax obligations and compliance requirements.
Our Estate & Trust Services
Form 706 Preparation
Federal estate tax return preparation for estates exceeding the exemption threshold.
Form 1041 Filing
Income tax returns for estates and trusts with proper deduction optimization.
Generation-Skipping Tax
GST tax planning and Form 709 preparation for multi-generational wealth transfer.
Gift Tax Returns
Annual exclusion planning and lifetime exemption management for gift strategies.
Asset Valuation
Professional valuation services for estate assets and business interests.
Trust Tax Planning
Strategic tax planning for various trust structures and distributions.
Estate Planning Strategies
Tax Minimization Techniques
- Annual gifting strategies
- Charitable giving techniques
- Family limited partnerships
- Grantor trust strategies
Trust Structures
- Revocable living trusts
- Irrevocable life insurance trusts
- Charitable remainder trusts
- Qualified personal residence trusts
Our Process
Estate Analysis
Comprehensive review of assets, liabilities, and family structure.
Strategy Development
Create customized planning strategies to minimize tax exposure.
Implementation
Execute the plan with proper documentation and filings.
Ongoing Support
Regular reviews and adjustments as laws and circumstances change.
When You Need Our Services
Estate Situations
- • Estate value exceeds federal exemption
- • Complex asset structures
- • Multiple beneficiaries
- • Business ownership interests
- • Out-of-state property
Trust Situations
- • Trust income exceeding $600
- • Complex distribution patterns
- • Multiple trust beneficiaries
- • Investment management
- • Charitable trust components
Protect Your Legacy
Ensure your wealth passes to your loved ones efficiently with proper estate and trust tax planning.