Trusts and Estates

We offer a full range of services for both Domestic and Foreign trusts and estates. In addition, we ensure that their trustees and beneficiaries are aware of and fulfill all of their U.S. tax obligations emanating from their relationship to the trust. Our team of expert accountants have gained special expertise in estate tax planning, rates and returns.

We work in partnership with a strong network of wealth management advisers and estate attorneys who have decades of experience in estate matters.

What We Offer