Tax

Trust & Estate Tax

Trust and Estate Tax Solutions

Trust and estate planning allows you to direct how and to whom your property will be distributed after your death. Without a trust and estate plan, your property could be distributed according to your state’s intestacy laws without regard to family needs or your desires.

Our trust and estate tax professionals can assist with tax return preparation and planning using vehicles such as family limited partnerships, trusts and charitable entities. We can also work with you and your attorney to design a customized estate plan to assist in managing and conserving your estate while reducing tax liabilities.

PDR CPAs + Advisors Trust and Estate Tax Solutions:

  • Trust, gift and estate tax preparation and planning
  • Trust and estate accounting
  • Estimate estate taxes, strategize alternatives and quantify potential tax savings
  • Examine family owned business issues including valuation, alternative methods of paying estate tax and the transfer and/or disposition of business interests
  • Identify potential liquidity problems caused by federal and state estate taxes
  • Assist in developing a lifetime gift program utilizing appropriate vehicles
  • Help you communicate and discuss your plan with your family to ensure there is a mutual understanding of your plan and a commitment to it
  • Generation transfer tax planning

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