Estates & Trusts

What is a trust?

A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when assets pass to beneficiaries. Since trusts usually avoid probate, your beneficiaries may gain access to these assets more quickly than they might to assets that are transferred using a will. Additionally, if it is an irrevocable trust, it may not be considered part of the taxable estate, so fewer taxes may be due upon your death. Assets in a trust may also be able to pass outside of probate, saving time, court fees and potentially reducing estate taxes as well.

Our firm works closely with our clients and their attorneys, not only in the preparation of estate and trust tax returns, but also as a key member of the planning team to help clients achieve the best possible results.

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