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Estate and Trusts

Withum knows proper planning is essential in ensuring that your assets will be preserved and distributed according to your intentions. Our Estate/Tax Group is here to help.

Why Withum Is The Best Fit For You

Withum has 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 clients, fiduciaries and attorneys in connection to the accounting, taxation 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
  • 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
  • Providing valuation services  (in conjunction with our Forensic and Valuation Services Department providing valuations for estate & gift tax purposes)

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