Our attorneys are well-versed in estate and gift taxation, trust and estate income taxation, and individual income taxation. Proper planning can minimize taxes owed by your heirs and ensure accurate tax filings during estate administration.

We handle tax issues involving IRAs, annuities, and other tax-sensitive assets, and assist with substantial lifetime gifts that require gift tax returns.

Returns we prepare include:

• Trust 1041 Income Tax Returns

• Estate 1041 Income Tax Returns

• Estate 706 Tax Returns

• Gift 709 Tax Returns

• Final 1040 Income Tax Returns