Estates and Trusts Group

Professionals in our Estates & Trusts Group devote over 95% of their time providing trustees, executors, business owners, and other clients with tax planning and consulting services; business succession planning; formal and informal court accountings; and fiduciary tax preparation services.

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Why choose Insero?


Here is a brief description of the services we provide:

Tax Planning & Consulting
  • Estate Planning - Includes reviewing wills, preparing written recommendations, and computing tax projections.
  • Gifting - Includes developing and implementing charitable giving strategies and wealth transfer strategies to family members.
  • Fiduciary Income Tax Planning - Includes reviewing trust instrument and preparing written recommendations and opinions.

  • Business Succession
  • Recommendations regarding funding of buyouts, including tax analysis of Buy/Sell agreements.
  • Analyze tax ramifications of proposed transfers.
  • Determine accurate valuation strategy of your business.

    Accounting
  • Provide formal Surrogate Court accountings.
  • Prepare informal Trust & Estate accountings.
  • Determine beneficiary allocation.

    Compliance
  • Preparation of Federal & State Fiduciary Income Tax Returns.
  • Preparation of Gift Tax Returns & Estate Tax Returns.
  • Decedent's Final Tax Returns.


    To learn more about how to experience a better service model, contact us today.

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    Client Service Team