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.