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Services >> Personal >> Estate, Gift and Trust Taxation
Estate, Gift and Trust Taxation

Estate planning is a process by which you determine how you want your personal and financial matters handled during your lifetime and at your death. SVA emphasizes planning and tailors a plan to fit your goals. Our professionals will assist you in formulating your goals and objectives with respect to your family and your finances (the estate). Upon developing an idea of what you wish to achieve, we will educate you on tax matters and make suggestions on how best to provide for those you wish to benefit.

 
Our Services Include:
  • Estates
    • Review wills, trusts, marital property agreements and related documents
    • Develop a plan for asset protection
    • Serve as personal representative or assist the executor of an estate
    • Assist your legal professional with establishing estate planning trusts: life insurance trusts, credit shelter trusts, QTIP trusts, residential trusts and generation skipping trusts
    • Pre-death and post-death planning related to trust funding and distributions
    • Succession planning for a family business
    • Asset valuations
    • Federal and state estate tax returns (Form 706 and its state equivalent)
    • Final income tax returns for the decedent (Form 1040)
  • Gifting
    • Guidance with gifting programs and planning
    • Family Limited Partnerships
    • Charitable transfer planning
    • Asset Valuations
    • Gift tax returns (Form 709)
    • Private foundations (Form 990 PF)
  • Trusts
    • Trust administration and fiduciary accounting
    • Serve as trustee
    • Trust distribution planning
    • Planning for accumulated distributions
    • Review and evaluation of trust agreements
    • Split-interest trusts, such as charitable remainder unitrusts and charitable remainder annuity trusts (Forms 5227).
    • Fiduciary income tax returns of trusts and estates (Form 1041)