For Attorneys

We appreciate the unique complexities that an everchanging tax code and financial market volatility creates for executors, trustees, and their tax and legal advisors. To help navigate this ongoing change, we work closely with our client’s legal advisors to ensure that no tax or financial detail is overlooked.

We frequently work with attorneys to address a client’s Form 1041 Tax Filing for an Estate or Trust and/or the preparation of a Form 706 Estate Tax Return, a Form 709 Gift Tax Return, or a New Jersey Inheritance Tax Return. We also frequently consult with attorneys on technical tax considerations that may have an impact a client’s estate or trust.

We encourage you to connect with us to discuss how we might be able to assist you in addressing your client’s unique tax and financial needs.