There is substantial grief when a family member or loved one passes away. The complexities regarding estate and trust administration can be overwhelming. Our experienced team helps fiduciaries handle the legal and tax complexities of estate and trust administration.

Each situation will be different depending upon the estate and gift tax strategy, the portfolio of assets and liabilities and the goals of the beneficiaries. Our firm can file returns for the final year of the decendent as well as the returns for the trusts or estate.

• Working with the estate attorney
• Prepare estate tax returns
• Prepare tax returns for the final year of the decendent
• Prepare trust or estate fiduciary income tax returns
• Advising on trust asset allocation for multiple trusts
• Determining the timing and amount of distributions
• Provide accounting or financial statements for fiduciary activity