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

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
Blog

Tax Reform 2.0 and a New Culture Envisioned for Future Tax Reform

It has only been six months since the enactment of the Tax Cuts and Jobs Act, but another tax... more
Blog

Sneak Preview of 2018 1040 “Postcard”

A draft version of the 2018 Form 1040 and related schedules were recently released by Thompson... more
Blog

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

Related Industries

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