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Trust & Estate Services Provided

Trust Tax Return Preparation
Gift Tax Return Preparation
Estate Tax Return Preparation
Estate Tax Planning
Asset Protection Planning

Seminar on Basic Estate Planning
Seminar on Estate Planning Beyond the Basics
Family Limited Partnership (FLP) & Family Limitied Liability Companies (FLLCs)
FLPs in Estate Freezes
FLPs in Business Succession Planning

Whether you are in the initial stages of establishing your living trust or planning the succession of your estate, allow us to help you establish a plan that most closely reflects your intentions.

We understand the difficulties and frustrations involved in completing the above forms so soon following the passing of a loved one, or as part of the regular annual maintenance of a trust. Our goal is to help you understand which paperwork to file and how to file it. Please contact us for a free consultation so that we might assist in the preparation of any necessary trust, estate, and gift tax related filings.

Types of Common Trusts used in Estate Planning: (Click to Expand)

Living Trusts
Bypass Trusts
Charitable Remainder and Lead Trusts
Life Insurance Trusts
Pet Trusts
Sprinkling Trusts
Spendthrift Trusts
Educational Trusts
Property Management Trusts
Qualified Terminable Interest Trusts (QTIP)
Qualified Domestic Trusts (QDOT for non citizen spouses)
Qualified Personal Residence Trusts (QPRT)
Marital Deduction Trusts
GRITS/ GRATS/ GRUTS
Dynasty Trusts

Types of Common Estate Settlement Questions (Click to Expand)

Executor's Duties and Responsibilities
Trustee's Duties and Responsibilities
Probate Avoidance and Probate Procedures
Anatomical Gifting
Disposition of Body
Health Care Directives
Durable Power of Attorney for Financing
Living Will
What happened if there is no will?