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.