Support for Estates and Trusts

Staying in tax or regulatory compliance for an Estate or Trust is complicated and frustrating without the right experts on your team. For my fiduciary clients, I build relationships with their asset managers and attorneys, I do the adequate research for the tough questions, and I go to bat for them with regulators who put up bureaucratic hurdles.

I take special interest in fiduciary work because it is dignified and important. Trustees and executors need a partner they can trust.

Aside from tax preparation and regulatory representation, my services for Estates and Trusts include bookkeeping, professional reviews of trust compliance, and advisement to executors and trustees.