• Tax planning for the many types of trust:
    • Grantor Retained Trusts / (GRAT / GRUT)
    • Charitable Remainder Trusts / (CRAT / CRUT)
    • Charitable Lead Trusts / (CLAT / CLUT)
    • Qualified Personal Residence Trust (QPRT)
    • Irrevocable Life Insurance Trust (ILIT)
    • Qualified Domestic Trust (QDOT)
    • Intentional Grantor Trust (IGT)
    • Asset protection trust
  • Expert tax advice for which trust is best for your needs and how that will reflect on your personal income tax liability. 
  • Work with trust attorney partners to make sure you are receiving the best advice.
  • Preparation of all necessary tax returns. 
  • Assistance with Internal Revenue Service and State examinations.