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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

Trust and Estate Tax Return Preparation

Various unique opportunities and challenges arise from a tax perspective when addressing the tax compliance requirements for an estate or trust. Drawing on our specialized knowledge in this area, we can assist in ensuring that these matters are effectively addressed in preparing the tax returns and related schedules for the estate or trust.