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Trusts and Estates

Protecting Your Legacy

Anchin's Trusts and Estates Services Group provides a full range of services in the areas of estate planning, wealth accumulation, succession planning and valuation services. We service more than 100 family groups. Together, we work with our clients' advisors, attorneys and financial managers to help properly plan their financial futures. As accountants and advisors, we focus on what will remain with our clients at the end of the day, and we make sure that no portion of wealth is unnecessarily lost to income and estate taxes.

  • Consulting and advisory services
    • Income tax planning
    • Creative funding of Credit Shelter and Marital Trusts
    • Pre and post-mortem planning
    • Succession and estate planning
    • Charitable planning
    • Mediation of intra-family conflicts
    • Guiding fiduciaries with trust and estate administration
  • Compliance services
    • Preparation of gift, trust and estate income tax returns
    • Preparation of formal (judicial) and informal accountings
    • Preparation of personal income tax returns
    • Preparation of charitable trust and private foundation tax returns
    • Income, estate and gift tax audits

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