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.