Trust and Estate Tax Planning

When people seek out professionals regarding their trust and estate tax needs, the most important deciding factors are expertise, creativity, and diligence.

At Michael Di Pietro, CPA, we have old fashioned roots and abide by old fashioned values. We treat the client with dignity, respect, and individual care. We pride ourselves on understanding our clients on a level beyond meetings and paper, which allows us to serve their trust and estate tax needs in a more personal and effective manner.

One of our chief aims for trust and estate tax planning is to preserve and transfer wealth to beneficiaries and future generations while helping to mitigate income tax potential, protecting our clients and their families at the same time.

Further, our trust and estate tax experts help advise on anything from asset distribution, asset liquidation, asset protection, and business succession strategies (including the sale or purchase of businesses). Accordingly, we provide comprehensive estate, tax, and trust return preparation. Moreover, we have expertise in various types of charitable trusts, advanced estate tax planning techniques, and structures.

Lastly, whether your estate involves a special needs child, a legacy you want to develop and protect, or the creation of a charitable trust – we can help and can make it happen.