Estate & Trust Taxation

Our attorneys provide experienced, sound counsel to Executors, Trustees and beneficiaries on all aspects of estate and trust administration, including tax planning, strategies to minimize taxes, tax compliance and tax return preparation.

Our services include:

  • Tax planning counsel;
  • Fiscal year selection;
  • Legal documentation supporting valuation discounts;
  • Advice on tax consequences of trust funding;
  • Preparation of estate tax returns and fiduciary income tax returns;
  • Estate and trust tax audits;
  • Advice on estate tax deferral strategies for closely-held business interests.

Estate & Trust Taxation Practice Leader