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
Past Speaking Engagement

John Ure Spoke at Montgomery Country BAR Association Meeting

Aronson's Estate, Gift & Trust Director John Ure spoke at a Montgomery County BAR Association... more
Blog

Reducing Capital Gains by Creative Use of SMLLCs and Installment Notes

A popular estate planning technique for estates facing the prospect of incurring federal estate tax... more
Blog

Will IRS “Claw Back” the Temporarily Increased Gift Tax Exemption?

The 2017 Tax Cuts and Jobs Act (Tax Act) increased the estate and gift tax exemption from $5M to... more
Past Speaking Engagement

Jeff Gershen & John Ure Spoke on Harnessing the Power of the New Tax Law in Charitable Giving

On 11/5, Aronson tax experts Jeffrey Gershen and John Ure spoke at “Harnessing the Power of the... more
Blog

Trust Fund Recovery Penalty – A Business Owner’s Worst Nightmare

“Nothing is certain except for death and taxes,” is a phrase that was written by Benjamin... more
October 18, 2018
Blog

Are Charitable Contributions Deductible on Form 1041?

Every time a testator decides to make a charitable organization a beneficiary in either their will... more

Related Industries

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