Why Withum Is The Best Fit For You

With extensive experience in the area of trusts and estates, we possess a deep understanding of the rules and complexities needed in order to effectively assist you, fiduciaries and attorneys in connection to the accounting, taxation, valuation and administration of estates and trusts.

Our Estate and Trust Services Include:

  • Preparation and review of formal (judicial) and information fiduciary accountings for executors and trustees
  • Estate, gift & charitable tax planning
  • Preparation of estate, gift and fiduciary income tax returns
  • Assisting in minimizing estate, gift and income tax exposure
  • Estate and gift tax valuations
  • Assisting in trust and estate litigation support and beneficiary disputes
  • Assisting fiduciaries, beneficiaries and attorneys in various aspects of Trust and Estate Administration
  • Representing taxpayers and fiduciaries in estate and gift tax examinations
  • Testifying in court with respect to fiduciary accountings and the applicable laws
  • Analyzing wills and trust instruments
  • Serving as executors and trustees

Contact Us

For more information or to discuss your business needs, contact Withum’s Tax Services Team.


Ted Nappi


Hal R. Terr


Princeton, NJ - Corporate Headquarters

Alfred J. La Rosa


New York, NY