Our Practices
01.
Tax Planning &
Tax Controversy
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02.
Estate & Trust Planning and Administration
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03.
Business Life Cycle Planning
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04.
Business Succession Planning
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04.
Family & Business Governance
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Our Practices
Estate & Trust Planning and Administration
Administration
Our Service Department oversees the administration of Trusts, Intra-Family Sales, Life Insurance Portfolios, Shareholders’ Agreements, Estate Plans, Fiduciary Reports, etc.
Ongoing Administration
Well-constructed plans often fail because of a lack of oversight and administration. Our Service Department provides fiduciary reports and beneficiary notices; we prepare Gift Tax Returns with Generation Skipping Transfer Tax Allocation if appropriate, to assure desired tax and family benefits are achieved. Our service includes direct service as well as coordinating services with our client’s other advisors.