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.
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.
- 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.