We advise clients on the complex set of income tax rules governing trusts and estates. Our representative work involves advising executors on how to efficiently distribute assets to beneficiaries without incurring income taxes to the estate. In addition, we represent trustees who must administer trusts for the interests of beneficiaries while being mindful of the income tax consequences.
If you're interested in learning more about our services,
we encourage you to get in touch at your earliest convenience.
or submit an online message to request an appointment.