- 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)
- 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.
