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Home > Services > Tax > Estate Planning > Estate and Trust Administration
Estate and Trust Administration
Beneficiaries count on you for guidance, counsel, and compliance with complex estate and trust requirements. Handling estate and trust administration alone can be challenging. Fiduciaries often rely on professional advisors with the accounting, technical, and tax expertise they need.
Solutions Beyond the Basics
At Virchow Krause, you can count on an experienced estate and trust administration team of cross-disciplinary fiduciary specialists that regularly monitor legislative developments. These professionals possess substantial knowledge in financial planning; estates; trusts; marital property issues; and federal, income, estate, and gift tax regulations that govern trust and estate accounting and tax compliance. And, our personalized approach provides you with services that are tailored to your specific situation.
When Virchow Krause assists you with accounting, tax preparation, and other estate and trust administration, you are able to focus on the beneficiaries and the legal process with complete confidence.
Advantages for You
Whether you are an individual or corporate trustee in a fiduciary capacity, turn to Virchow Krause for experienced professionals that provide support to administer estates and trusts effectively and help reduce your fiduciary liability.
The many ways we can assist you with estate and trust administration include:
- Estate and gift tax return preparation, asset values, and elections.
- Trust and estate inventories and accountings.
- Post-mortem trust funding, disclaimer planning, and post-death designated beneficiary planning.
- Individual and estate fiduciary tax returns and income allocations.
- Charitable gift planning and specialized tax reporting.
- Surviving spouse and beneficiary planning, liquidity analysis, and retirement planning.
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