Trusts and Estate Tax

Kopmeyer & Talty, P.C. has many years of experience helping clients understand the estate planning process. With proper planning, you can save thousands of dollars in income tax and significantly increase the amount being passed on to your beneficiaries.

  • Identification of assets and liabilities
  • Gift planning strategies
  • Charitable Trusts
  • Estate tax return preparation
  • Trust tax return preparation
  • Irrevocable Life Insurance Trust
  • Trustee services
  • Trust and Estate accounting services
  • Funding the Trust once it is created
  • Evaluate benefits of Alternate Valuation for estates