Estate & Trust Tax
U.S. estate and trust tax support.
We help fiduciaries and families identify applicable U.S. tax filings and organize the records needed for accurate estate and trust tax work.
Discuss your needsAll tax servicesWho this is for
Start with your situation
We review your facts and confirm the relevant returns and reporting obligations before work begins.
- Trustees and executors with U.S. tax filing questions
- Families whose estate or trust has U.S. income, assets, or beneficiaries
- Advisers coordinating tax filings with an estate attorney
Potential scope
What the engagement may cover
Services and deliverables are confirmed in writing for each engagement.
- Review of trust or estate income and beneficiary information
- Preparation of Form 1041 and related beneficiary reporting when applicable
- Review of federal estate or gift tax filing questions when relevant
- Coordination with legal counsel on documents and legal determinations
Before we begin
Questions we clarify first
Your answers help us identify the right work and avoid assuming that one filing fits every case.
- Who is the fiduciary and where are the parties resident?
- What assets, income, and distributions are involved?
- Which prior trust, estate, or gift tax returns are available?
Discuss your tax situation
Send us a summary of the entities or people involved, the countries, and the filing question or deadline.
Contact our team