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Trust and Estates

Family Wealth Preservation


We provide confidential, sensitive, and constructive advice. We help structure a practical and cost effective resolution to the division of assets. We work with attorneys, individuals, trustees and executors and insure that our strategy will lower the wealth transfer tax, reduce administrative costs, and increase financial security for your loved ones. Experienced in the IRS audit techniques, we can manage your audit, negotiate with the auditors, and reduce the non-compliance penalties.

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Tax Planning and Consultations

 

Wealth transfer strategies formulation

Annual Planning and projections for trusts

Tax planning for U.S. citizens who are the beneficiaries of a foreign trust

Bitcoin Tax Matters

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Tax Compliance

 

Preparation of the Annual Trust tax returns - inter vivos, alter ego, family, testamentary
Preparation of Estate and Gift Tax Returns
Filing of the IRS forms for Inheritance Tax events

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Administration

 

Trust administration
Trust accounting
Distributions to beneficiaries
Liaising with other professionals

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Tax Controversy Resolution

 

Assistance with IRS inquiries
IRS Audit Defense
Penalty Abatement

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