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


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


  • Preparation of Federal & State Fiduciary Income Tax Returns
  • Preparation of Gift Tax Returns & Estate Tax Returns
  • Decedent’s Final Tax Returns


Client Service Team


Jason Nicholson

Email (585) 697-9613 LinkedIn Jason Nicholson, CPA Senior [...]

Contact Us

Have a question or want to discuss your needs? Get in touch – we’re here to help.

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