Gift & Estate Tax Services
Our Trust & Estate Group integrates extensively with your estate attorney, as a Team, with the goal to reduce your estate tax liability and enhance your gifting, including favorable elections, discounts (transfer restrictions, minority ownership & lack of marketability), general asset protection and annual tax return filing requirements.
We proactively review structures for alternative planning opportunities, including the following:
- Estate Planning
- Asset Protection and Transfers
- Tax Effective Gifting and Discounts
- Estate and Trust Litigation Support
- Trustee and Fiduciary Appointments
- Wealth Preservation
- Preparation of Estate Tax Return (Form 706)
- Preparation of Gift Tax Return (Form 709)
You will benefit from our highly experienced consultants that will provide assistance in each step to ensure proper compliance filings with maximum savings.