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

Post-Tax Reform Estate Planning: State Estate Tax Changes in the DMV

When the Tax Cuts and Jobs Act (TCJA) was signed into law late last year, it ushered in the largest... more

2017- 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 19, 2018
  • By:
  • Aronson

Estate and Gift Tax After the 2017 Tax Reform Act

Although the 2017 Tax Cuts and Jobs Act, or “Tax Act," constituted the most sweeping change to... more
January 2, 2018

IRS Grants Extension until January 2018 to Make a Late Portability Election for Estates

The IRS recently issued guidance that allows certain estates to make a late portability election if... more

Americans Were Generous in 2016

The 2016 Giving USA report, which is researched and written by the Lilly Family School of... more
June 22, 2017
  • By:
  • Aronson

Alternative Donation Sources for Nonprofits

Chase Magnuson has spent many years working to secure real estate donations on behalf of George... more
February 21, 2017
  • By:
  • Aronson

Related Industries

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