Estate and Trust

The Squire, Lemkin + Co tax team helps clients with all areas of estate, gift and trust planning, compliance and trust administration. While much of our work focuses on helping clients grow their businesses and personal wealth, we don’t stop there. Working in collaboration with our client’s estate attorneys and other advisors, we help our clients plan for tax advantaged transfer of wealth to future generations and meet charitable objectives.

Our estate, gift and trust services include:

  • Preparation of all income tax returns: (Individual, gift, estate and trust) as well as federal and state estate tax returns
  • Ongoing tax planning for estate, trust and beneficiaries
  • Analysis of current and future tax situation
  • Estate and Trust administration, including Account reconciliation with banks, investment brokers, etc.
  • Post-mortem planning