Estate And Trust Administration

Our office is available to assist with estate administration, trust tax compliance, and gift tax reporting. In these situations, there are often questions as to the process, tax implications, due dates, and specific taxpayer responsibilities.

We will work with the stakeholders to consult on the ramifications, guide, and help resolve uncertainty about the processes.

  • Administration
  • Advisory
  • Reporting

Some of the forms involved in the Gift, Estate, and Trust filings:

  • Form 706
  • Form 709
  • Form 1041
  • Form 3520 and 3520-A
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