Trusts Tax Services

Brody & Associates’ Trust Group provide a full range of services for trustees and beneficiaries.

IN ADDITION, OUR TRUST CPAs WILL GUIDE YOU ALONG THE WAY TO MEET YOUR OBJECTIVES AND SUCCESSION PLANNING, INCLUDING:

  • Tax Return preparation (Form 1041)
  • Life Insurance Trusts
  • Intentionally Defective Grantor Trusts
  • SLATs
  • Complex & Simple Trusts
  • Charitable Remainder Unitrusts
  • Grantor Retained Annuity Trusts
  • Grantor Retained Income Trusts
  • Trust Financial Reporting to Beneficiaries
  • Trust Decanting