Estate, Gift and Trusts

Our Estate, Gift and Trust Group provide a full range of services in the area of high-end planning and compliance reporting for individuals and trusts.

We proactively review structures for alternative planning opportunities, including the following:

  • Tax Effective Gifting and Discounts
  • Intentionally Defective Grantor Trusts
  • Asset Protection and Transfers
  • Federal and State Compliance Filings
  • Charitable Remainder Unitrusts
  • Grantor Retained Annuity Trusts
  • Grantor Retained Income Trusts
  • Interfamily Mediation and Conflict Resolution
  • Estate and Trust Litigation Support
  • Trustee and Fiduciary Appointments
  • Trust Financial Reporting to Beneficiaries
  • Wealth Preservation

You will benefit from our highly experienced consultants that will provide assistance in each step to ensure proper compliance filings with maximum savings.