Estate and Trust



The Squire, Lemkin + Co tax team helps clients with all areas of gift and trust planning, compliance and administration. While much of our work focuses on helping clients grow their businesses and personal wealth, we don’t stop there. We also help clients plan for tax advantaged transfer of wealth, ensuring that their wealth will continue to provide for the people and causes that are most important to them.

As a firm that specializes in helping not-for-profit organizations, we understand that for many clients, estate planning involves more than just maximizing the wealth passed on to future generations. Many of our clients also desire that their wealth provide for organizations and causes that are close to their heart. Our estate and trust team gets to know each client on a personal level, allowing us to build a plan that will maximize the positive effect they can have in their family and community.

Our estate and trust services include:

  • Estate and income tax planning
  • Preparation of all tax returns: individual, gift, estate and trust
  • Assistance choosing other professional advisors
  • Ongoing tax planning for estate, trust and beneficiaries
  • Analysis of current and future tax situation
  • Account reconciliation with banks, investment brokers, etc
  • Investment tracking for tax purposes and capital gains/losses
  • Post-mortem planning