There are many issues to consider when administering an estate or trust. We have extensive experience in handling trust and estate tax and accounting issues.

We are able to prepare Estate Tax Return, as well as the annual Income Tax Return for Estates and Trusts. In addition to the tax filings, we can help with trust funding and accountings. Trust funding includes the strategic analysis of allocating certain assets, or minority interests thereof, into multiple trusts to accomplish maximum estate tax savings and to meet the needs of current and future estate/trust beneficiaries.

Please contact us for a quote and / or a proposal to provide Trust income tax and advisory services at

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 +1 949 769 8905
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