Estate, Gift, and Trust Services

Estate, Gift, and Trust Services

 

Your Trusted Advisors

At MichaelSilver, we understand that protecting your financial legacy is imperative to providing security for your loved ones. Our experienced Estate, Gift, and Trust Services team works directly with clients, attorneys, and their individual executors or trustees to prepare estate and trust filings and to establish effective plans for the orderly transfer of your assets. Our services include:

  • Estate Planning and Administration
  • Trust Planning and Administration
  • Estate Returns
  • Gift Tax Returns
  • Trust Returns

We help clients achieve the most advantageous future financial position for themselves and their loved ones, whether you are long-established or just beginning. This may include:

 

  • Review of Existing Wills and Trusts
  • Develop Lifetime Gifting Programs
  • Assessing Generation-Skipping Transfers
  • Evaluating Charitable Gifting Options and Techniques
  • Assessing Retirement Strategies
  • Determining Distribution Plans for IRAs, 401(k) and Qualified Plans
  • Planning for Business Succession
  • Preparation of Estate Judicial and Non-Judicial Accountings
  • Review of Estate Liquidity Analyses
  • Valuations of Partnerships, Corporations, and Other entities for Transfer Tax Purposes

We strive to make your life transitions as smooth as possible.
We accomplish this by working as a team with you, your
attorneys, and your financial advisors.

Laurie Kaplan

Laurie Kaplan

CPA, Partner

Katy Giesecke

Katy Giesecke

CPA, Partner

Larry Isaacson

Larry Isaacson

CPA, Managing Partner

Susan Waterloo

Susan Waterloo

CPA, Partner

Resource Article

How Does the SECURE Act Affect Your Retirement Plans?

The SECURE Act was signed into law by President Trump on December 20, 2019. The bill was created to help Americans save for retirement. The following are key provisions related to retirement planning. Elimination of the Maximum Age for Contributions to Traditional...

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What Steps Do You Take When a Loved One Passes?

Your loved one has passed and you are the executor and/or trustee. Suddenly you’re confronted with a set of unfamiliar responsibilities at what is already a difficult time in your life. You will find that there are many helpful people to guide you through this...

read more