Estate Gift & Trust

We understand that when it comes to providing for your family’s future, the stakes are high.

We’re here to guide you through the bewildering maze of federal and state estate, gift, and trust tax laws. We can help you minimize tax on transfers of wealth, provide for your family and future generations, and meet your charitable objectives.

We handle all aspects of estate, gift, and trust tax planning and compliance including:

  • Estate, gift, and trust tax return preparation
  • Asset protection strategies
  • Multi-generational wealth transfer planning
  • Business succession planning
  • Charitable gifting strategies
  • Legacy and elder care planning
  • Estate and trust administration
Blog

COVID-19 Distress May Present an Estate Planning Opportunity – Why Now May be the Time to Gift Business Interests

The COVID-19 pandemic has exerted significant downward pressure on the value of many businesses.... more
July 29, 2020
Blog

AICPA Asks IRS for Blanket 2019 Penalty Relief Due to COVID-19 Pandemic

As the COVID-19 pandemic continues to create unprecedented disruption and economic uncertainty, the... more
Blog

Maryland Expands Pass-through Entity Tax to Circumvent Federal SALT Limitation

Maryland has become the most recent state to adopt a workaround to the federal $10,000 state and... more
May 26, 2020
Blog

How Will the COVID-19 Crisis Affect the Value of Your Business?

We’ve all witnessed the recent share price volatility in public equities. While there may be some... more
March 31, 2020
Form

2019 Form 1041 K-1 Instructions

For the latest information about developments related to Form 1041 and Schedules A, B, G, J, K-1... more
February 4, 2020
  • By:
  • Aronson
Blog

New IRA Distribution Rule

As we rang in 2020,  the Setting Every Community Up for Retirement Enhancement Act of 2019,... more
January 20, 2020

Related Industries

We have your estate, gift, and trust needs covered. Learn more about our industry specialties.