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.