Family Trusts

Minimizing tax burden weighting on your family

We have a variety of techniques of using family trusts to facilitate financial and tax planning for different objectives, including:

Services

We coordinate with the client’s legal counsel to implement the trust planning, including review of any required legal documents prepared by the legal counsel.

We can also prepare or review trust tax returns that involve complex situations.

Family Trusts

Minimizing tax burden weighting on your family