Taxation is a core part of trust and estate planning and we routinely advise clients on issues relating to transfer taxes such as gift taxes, estate taxes and generation skipping transfer taxes. For our clients with closely held businesses, corporate or partnership tax issues come into play.
Income taxation of capital gains is a factor in both personal estate planning and in the business context. In addition, charitable planning requires a consideration of all the various forms of income and transfer taxes in order to achieve the planning goals. We prepare and file tax returns including gift and estate tax returns, as well as fiduciary income tax returns for trusts and estates.
