The estate and gift tax laws are highly complex and specialized. When families and individuals plan for their future, they need to know that their service providers are experienced, highly-skilled and technically superior. In response to this need, we have a team of specialists to deal with the many intricacies of trust and estate work.
Our Trusts & Estates Team provides clients with a comprehensive array of Trust and Estate planning and administration services. We understand that, when it comes to your family’s future, the stakes are high and we address all client dealings with the gravity and discretion they deserve.
A well-conceived estate plan is the only way to protect your assets from substantial estate, income and excise taxes. That’s why many individuals and family-owned businesses that rely on us for their individual, corporate and partnership income tax work have also turned to us for estate planning and family business succession planning. Marcum’s Trusts and Estates Group offers planning services to help you develop a strategic plan that will preserve your assets for the financial security of your family’s future. The accountants and attorneys employed in our Trusts and Estates Team can help you understand and weigh the options available, so that you can make the best decisions for the future of your family and your business.
Trust and Estate Administration
The executor of an estate is charged with the often daunting task of administering that estate. Depending on the complexity of the property, how it is owned, the provisions of the decedent’s will, and the applicable law, the executor has before him or her various complicated responsibilities that are often best carried out with the guidance and assistance of a knowledgeable advisor. Our Trusts and Estates Team addresses the needs of surviving family members and provides advice and representation on federal and state estate, gift and income tax issues that affect the estate or trust, its beneficiaries or fiduciaries.