ServicesTrust, Gift, & Estate Tax
Compliance Services
Specializing in Complex Returns and Administration
We specialize in preparing complex trust, gift, estate, and foundation tax returns, and assist through the entire estate administration process including trust funding and sourcing discount appraisals. We prepare all manner of trust returns including irrevocable, intentionally defective, multi-generational GST exempt dynasty trusts formed in Delaware, Nevada, Wyoming and other states, and Charitable trusts (lead and annuity trusts).
