Trust and Estate Planning
At PKF O’Connor Davies, we believe developing the most effective estate plan means more than just drafting a will. It’s about building a comprehensive plan that protects and nurtures our clients’ assets while also minimizing tax liabilities for future generations. Our services include estate planning, succession planning, wills and trusts, estate tax returns and high-net-worth estate planning for those who require tailored wealth preservation strategies.
Meet Our Professionals
For our clients, having an estate plan in place is crucial if they want to minimize the estate tax burden on their beneficiaries and ensure that their assets are distributed as they wish. Our estate and trust planning specialists work closely with each client to design a personalized estate plan that conserves wealth while reducing tax liabilities, including the management of estate tax returns. Our team members are also keenly attuned to the ongoing legislative changes that impact estate plans and proactively recommend changes that can help preserve both assets and wealth.
Helping clients achieve their goals for wealth preservation and care for future generations.
Our planning services include:
- Estate planning
- Trust planning
- Living trusts
- Charitable trusts
- Residence trust
- Estate tax returns
- Gift tax returns
- Succession planning
- Business continuity plans
- Buy/sell agreements
- Lifetime Family Wealth Transfers
- Family partnerships and other business relationships
- Accounting for probate assets