Estate and Trusts
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, please connect with a member of our team.
Leadership
Insights
Decanting a Trust: Bringing Flexibility to the Inflexible
In the world of estate planning, irrevocable trusts are seen as rigid, unchangeable instruments – hence the term “irrevocable.” Once created, their terms were typically set in stone. However, thanks […]
Achieving Optimal Estate Planning Through Portability
One significant advantage used in estate planning is portability. Under U.S. federal estate tax law, portability allows for the transfer to a surviving spouse of any unused portion of a […]
Joel Susco Named to The Washingtonian’s Best Financial Advisers List
Withum is proud to share that The Washingtonian selected Joel Susco for their DC’s Best Financial Advisers list. Joel, Partner, in Withum’s Washington DC office was chosen for the directory […]