| ESTATE PLANNING |
| - |
Estate and gift tax
comparisons and projections |
| - |
Analysis and recommendation
of proper estate planning vehicles such as LLCs,
FLPs, QPRTs, charitable trusts |
| - |
Generation skipping
tax |
| - |
Lifetime gifts |
| - |
Review of estate planning
documents |
| - |
Business valuations
|
| - |
Special situations,
such as divorced clients, second marriages and same
sex
couples |
| - |
Business buy-sell planning
|
| - |
Marital deduction, Q-tip
and reverse Q-tip elections |
| - |
Retirement account planning
|
| - |
Asset protection |
| - |
Revocable living trusts
|
| - |
Medicaid planning |
| - |
Use of life insurance
|
| |
|
| ESTATE ADMINISTRATION |
| - |
Asset valuation and
management, including closely held businesses, annuities,
securities, etc. |
| - |
Post-mortem planning
|
| - |
Retirement plan distributions
|
| - |
Orphans' Court accountings
|
| - |
Federal and state death
tax returns |
| - |
Federal and state fiduciary
income tax returns |
| - |
Decedent's life period
federal and state income tax returns |
| |
|
| TRUST
ADMINISTRATION |
| - |
Review and analysis
of governing instruments |
| - |
Provide guidance to
fiduciary powers and responsibilities, including
compensation, prudent investment rules, and discretionary
distributions |
| - |
Annual administrative
procedures, including charitable and irrevocable
trust
valuations, Crummey letters |
| - |
Federal and state fiduciary
income tax preparation |
| - |
Fiduciary accountings
|
| - |
Gift and generation
skipping tax return preparation |
