Estate and Trust Tax Services

Robins, Eskew, Smith & Jordan tax professionals have many years of experience planning for the transfer of wealth and assets to family members, charitable organizations and trusts. We get to know each client and devise sound tax planning strategies that meet your objectives.

In addition, we help executors and trustees navigate their required duties and the complexities involved with administering estates, including preparing fiduciary income tax returns. Estate and gift taxes and fiduciary income taxes can accrue quickly if an estate or trust is not designed properly. RESJ has an in-depth understanding of the related tax and probate laws, which is critical to planning and managing estate and trust administration. We use strategies such as optimum timing of distributions, choosing the best place and ways to take certain deductions, and various tax elections to minimize tax impact and limit exposure for executors and trustees.

We provide the following Estate and Trust Tax Services:

  • Tax Planning – We analyze exposure areas and develop and implement effective strategies that can minimize tax and exposure for executors and trustees.
  • Tax Preparation – RESJ prepares estate and gift tax returns, final individual income tax returns for decedents and fiduciary income tax returns.
  • IRS and State Tax ResolutionWe assist with tax notices, penalty abatements, audit representation and collection matters.
  • Estate and Trust Administration – Our professionals provide assistance with navigating the required processes and duties of executors and trustees. We coordinate with attorneys, financial advisors, valuation specialists and other advisors as needed to ensure an efficient and effective administration process.

Whether you need estate tax planning or guidance administering a trust or estate, our skilled tax accountants are ready to help.

Contact us and get started today.