Estates & Trusts

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.

Why Choose Insero?

Here are some 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