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Estates and Trusts

Our extensive tax experience in the Estates and Trust field allows us to help ensure that the many unique tax opportunities and intricacies that exist with respect to estates and trusts are provided for in the following areas:

• Post Mortem Tax Planning (minimizing taxes to beneficiaries)
• Family Trust Planning
• Spousal, Alter Ego and Joint Partner Trust Planning
• Tax Returns for Deceased Taxpayers
• Trust and Estate Tax Return Preparation

Tax Returns for Deceased Taxpayers

With our specialized knowledge and extensive experience, we are able to assist executors of an estate in taking advantage of the various opportunities that exist to reduce taxes in the final income tax returns of a deceased taxpayer while ensuring that the requisite tax compliance matters are effectively addressed.