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