Trusts & Estates

At Dakers & Hall, we have expertise in the highly specialized area of Trusts and Estates taxation. We assist both individual and institutional Trustees and Personal Representatives with income tax compliance and planning for trusts and estates. We also work with individuals and their financial or legal advisors to report transfers under the estate and gift tax system. With decades of expertise in this area, we can efficiently assist you with both straightforward and complicated trusts & estates.

Some of the Ways We Can Help You:

  • Preparation of Federal and State Income Tax Returns for Trusts & Estates
  • Preparation of Estate & Gift Tax Returns
  • Fiduciary Income Tax Planning
  • Fiduciary Income Tax Projections and Modeling
  • Estate & Gift Tax Planning
  • Estate & Gift Tax Projections and Modeling
  • Post-Mortem Estate Planning
  • Annual Gifting Compliance

Find Out How Dakers & Hall Can Help You!