Trust and Estate Planning

At PKF O’Connor Davies, we know that the best kind of estate planning means more than just drafting a will. It’s about building a comprehensive plan that protects and nurtures our clients’ assets for future generations.

For our clients, having an estate plan in place is crucial if they want to minimize the estate tax burden on their beneficiaries and ensure that their assets are distributed as they wish. Our estate and trust planning experts work closely with each client to design a personalized estate plan that conserves wealth while reducing tax liabilities. Our team members are also keenly attuned to the ongoing legislative changes that impact estate plans and they proactively recommend changes that can help preserve both assets and wealth.

Helping clients achieve their goals for wealth preservation and care for future generations.

Our Trust and Estate Planning services include:

  • Estate planning
  • Trust planning
  • Living trusts
  • Charitable trusts
  • Residence trust
  • Estate tax returns
  • Gift tax returns
  • Succession planning
  • Business continuity plans
  • Buy/sell agreements
  • Lifetime Family Wealth Transfers
  • Family partnerships and other business relationships
  • Accounting for probate assets
  • Serving as Executors or Trustees