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.