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Trust & Estate Tax Planning

Our Approach

Reaching your financial goals starts with taking a serious look at your situation. When we undertake estate tax planning with you, we talk about upcoming life events to help determine the most appropriate plan for accomplishing your goals. And, if you don't yet know where you want to be financially in the next five, 10 or 20 years, we can assist you with that, too. We work to provide our clients with peace of mind by working as a team with them and their advisors (trustees, attorneys, insurance consultants, etc.) to ensure that they succeed in this process.

Services

Armanino has an experienced group of caring, seasoned professionals who specialize in estate, trust and business transition planning, compliance and related services. Our basic estate and trust services include:
  • Estate and gift tax planning - A tax-efficient gifting plan from Armanino's qualified appraisers allows you to give money, assets and real estate to loved ones and worthy causes while substantially lowering your present tax burden and the future tax burden of gift recipients.
  • Estate, gift and trust tax return preparation - Filing federal tax returns for estates, gifts and trusts is a meticulous process. Our estate tax accountants can help you take full advantage of any estate tax exemptions and other tax benefits to reduce the tax liability of your estate.
  • Post-mortem planning and estate administration - While many families have an estate plan in place, there are times where it's necessary to plan after a death to maximize tax-saving opportunities and minimize complications for both the deceased's estate and for the beneficiaries of the estate. Armanino's estate tax experts can serve in this capacity, as well as act as administrators of the estate during this emotional period.
  • Charitable planning - Our private client services team can help you meet your charitable and financial goals, guiding you through philanthropic pursuits and helping you realize the tax benefits available when you support the causes that are important to you.
  • Trust and court accounting - In the event that an estate has no will or a will has no executor, Armanino can act as a court-appointed administrator, determining the distribution of assets to beneficiaries of an estate.
  • Life insurance planning - Proper life insurance planning can help protect your income, help manage taxes and help families recover from financial risks and unexpected costs. Armanino's estate planning experts can help you identify the correct type and amount of life insurance to provide peace of mind to your loved ones.
  • Elder-care consultation - A holistic viewpoint is necessary for proper long-term care planning. Our financial planners can help you determine how to preserve assets and get the best care for those you cherish, for as long as is required.
  • Accounting and bookkeeping services 
  • Retirement account planning - From employer-sponsored retirement accounts to plans for small-business owners and self-employed individuals, our experts will assist you in planning for your post-career life, so you can comfortably enjoy your retirement.
  • Multi-generation planning - Armanino's estate planning experts can help you plan for your beneficiaries over multiple generations, lowering the tax burden on your family business and estate through dynasty trusts, generation-skipping transfers and other tax planning opportunities.
  • Business succession planning and valuation - You've built a successful company and want that success to continue after you retire. Armanino can help you establish a valuation and craft a succession plan for your business, ensuring an orderly transfer of power and assets when it's time to step away.

    Experts

    Practice Leaders

    Mark Baumohl

    Partner

    Jerri Hammer

    Partner

    Brad Cless

    Partner-In-Charge of Tax


    Related Experts

    Resources

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