Estate, Gift, Generation-Skipping, and Fiduciary Tax Returns For Trusts & Estates

In the course of Trust and Estate Planning and Administration, our clients need estate, gift, generation-skipping, and fiduciary tax planning, the preparation and filing of these returns, and our representation before federal and state tax authorities. We prepare, in-house, all of the returns submitted by our law firm. Two of our attorneys are admitted to practice before the U.S. Tax Court.

Each year our attorneys and paralegals attend federal and state tax seminars sponsored by the IRS, the American Bar Association, the New York State Bar Association, the Council on Foundations, and the Special Needs Alliance.  The depth of our expertise and experience in tax planning, preparing and filing tax returns, and representation of our clients before federal and state tax authorities is critical to the strength of the legal services we offer to our clients.

In this area of our practice, we prepare tailored planning and documents, including:

	Preparation of Estate, Gift, Generation-Skipping and Fiduciary Income Tax Returns (for estates and trusts)
	Estate Tax Planning
	Gift Tax Planning
	Generation Skipping Tax Planning
	Income Taxation of Trusts and Estates (Fiduciary Taxes)
	Inter-generational Wealth Planning
	Tax Incentives for Charitable Gifting Arrangements
	Taxation of Private Foundations and Charitable Trusts
	Estate and tax planning for Business Owners
	Business Succession Planning
	Estate and Tax Planning for individuals with homes in more than one state
	Estate and Tax Planning for non-US citizens