Client Services

Our firm offers a wide range of trust and estate services to individual and business clients. Clients benefit from personalized, quality service that is beyond comparison.

Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 

Services Provided

Trust and Estate Administration

We have extensive experience in assisting fiduciaries in various aspects of trust and estate administration, from educating them about the proper records to maintain to assisting them in making distributions to beneficiaries. In addition to the services listed below, we also provide individual "management services" tailored to the specific needs of clients.

Services include:

  • Preparing and filing probate forms required for probate administration
  • Assisting with the distribution and providing for the orderly transfer of assets to beneficiaries
  • Providing advice to beneficiaries and executors on the estate settlement process
  • Maintaining tax cost basis information
  • Assisting with services to identify, value and manage decedent’s real estate, investments, tangible personal property, and other assets
  • Preparing and filing forms often required by the county, state and federal government
  • Providing guidance through the process of recording a court accounting in order for the estate to close more quickly

Tust and Estate Tax Preparation

We are experienced in the preparation of income tax returns for probate estates, simple trusts, and complex trusts, charitable remainder annuity and unitrusts. We utilize specialized software in the preparation of fiduciary tax returns. In addition to federal fiduciary tax returns, we have experience with out-of-state fiduciary tax returns and work in cooperation with attorneys and directly with individual executors and trustees.

We bring the advantages of specialization in the fiduciary area to tax preparation by:

  • Preparing and filing trust and estate tax returns
  • Preparing and filing gift tax returns
  • Providing guidance through a myriad of complicated federal trust and estate tax laws
  • Developing and executing a plan to minimize trust and estate and income taxes
  • Providing advice on the ever-changing state estate tax laws

 



None of the services offered are intended to replace the services provided by an attorney licensed to practice law. Legal matters should be directed to an attorney.