Personal Tax Estate, Trust, and Gift Tax
Developing an effective estate plan is an ongoing process and an essential step for anyone who owns property. At Berenfeld Spritzer, we provide the complete range of accounting services related to estate, trust and gift tax issues. Our goal is to help preserve your wealth for your heirs and develop the right plan for you.
Among the many services and tools we offer are:
- Family Limited Partnership
- Charitable Lead Charitable Remainder, Qualified Personal Residence, Grantor Retained Annuity, Intentionally Defective Grantor, and Irrevocable Life Insurance Trusts
- Estate tax forms filings
- IRS Representation for tax examinations
- Post mortem tax planning
In addition, we can act as personal representative or trustee, handle gift tax planning and returns, and provide expert witness support and forensic accounting for probate and trust litigation.