Estate and gift tax planning
- Preparation of Estate and Trust Fiduciary Returns
- Trust and Will Review
- Asset Ownership Planning
- Living Trust and Testamentary Planning
- Preparation of Final Accounting for Probate
- Representation before the IRS and Other Taxing Authorities
- Estate planning for second marriages
- Estate planning for unmarried couples
- Postmortem estate planning
- Asset selection to fund trusts
- Generation skipping tax planning
- Supporting a relative planning
- State domicile and residency planning
- Children’s education funding planning