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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

Family Trust Planning

Family Trusts can be an effective tool for minimizing tax within a family while maintaining control of income producing assets. We can help you take advantage of the various benefits to be realized through alternative trust structures.