Estate & Trust Taxation Is a Specialty, Not a Sideline.

Estate and trust taxation is complex, high-stakes work. It's what we do.

What we handle:

Trust and estate income tax returns (1041), including complex distributions.
Estate tax returns (706) and portability elections.
Gift tax returns (709) and exemption planning while there's still time to use it.
The decedent's final return and the first-year elections: alternate valuation date, fiscal year-end, distribution timing.
Planning for the next generation, not just compliance for this one.