Estates and Trusts Group
Overview
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 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.
Client Service Team
Alan Pecora
Email Download vCard Phone: 585-697-9612 Fax: 585-454-4024 [...]
Debbie Conley Jordan
Email Download vCard Phone: 607-272-4444 Fax: 607-273-8372 [...]
Douglas Stark
Email Download vCard Phone: 585-697-9698 Fax: 585-454-4024 [...]
John Dietershagen
Email Download vCard Phone: 607-272-4444 Fax: 607-273-8372 [...]
Lesley Horner
Email Download vCard Phone: 607-216-1910 Fax: 607-273-8372 [...]
Thomas VanDerzee
Email Download vCard Phone: 607-272-4444 Fax: 607-273-8372 [...]