Taxation of Estates & Trusts
Estate, trust, and gift taxation is complex, and increasingly complex due to the types of situations that our clients approach us with daily. From formation of the estate/trust, to consulting on tax effects, to guiding through the entire executor process, to filing the final return, we are here to assist.
Some types of estate/trust work that we are frequently hired to work with:
- Simple & complex trusts
- Estates
- Estate planning
- Tax effects of the sale of items held by a trust (or tax effects of distributions from a trust)
- How to handle international beneficiaries
- Receipt of the estate from non-US persons
- Forms 706, 1041, 3520, 3520-A, 709 (and state equivalents, where applicable)
- State tax guidelines
- Transfer certificates