• Estate Planning covers more than the disposition of assets upon one's death.

    We approach detailed estate planning by reviewing more than our client's current asset portfolio.

    Family Limited Partnership
    Personal Residence Trusts
    Planned Charitable Giving

    Monitoring changes in Estate Planning and communicating this information to our clients is one of our top priorities.

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Estates, Trusts and Private Foundations

  • EisnerAmper approaches detailed estate planning by reviewing more than our client’s current asset portfolio. Working in conjunction with a client's attorney and financial advisory team, we consider the goals and plans the client has for the disposition of assets during life and beyond, the effect these dispositions have on the gross estate and the various tax implications these dispositions will have upon their estate plan.

    Our clients are concerned with matters such as control over the family assets; the perpetuation of the family business; the family dynamic and the affect the disposition of assets will have on some family relationships. For the charitably inclined, there are concerns about how to incorporate contribution of funds and outright gifts to charities into their overall estate plan. In addition, we help clients plan for their retirement and consider the tax implications that this retirement planning will have on the lifestyle of the client into their golden years. Estate planning is therefore an all-inclusive term because we consider more than wealth transference upon death.

    Our financial planning experts provide advice to wealthy individuals and their families, as well as to trusts, estates, and private foundations including consideration of:

    • Charitable Lead Trusts
    • Charitable Remainder Trusts
    • Grantor Annuity Trusts
    • Personal Residence Trusts
    • Family Limited Partnerships
    • Bypass Trusts
    • Marital Deduction Trusts
    • Revocable Lifetime Trusts
    • Life Insurance Trusts

    We can also help you find practical strategies for estate planning through:

    • Appropriate Legal Ownership of Assets
    • Review of Wills, Codicils and Trust Instruments
    • Use of Life Insurance, Annuities and Long Term Care Insurance
    • Asset Protection Techniques
    • Health Care Proxies
    • Powers of Attorney
    • Selection of Trustees, Executors and Beneficiaries
    • Maximizing the Value of IRAs and Other Retirement Plans
     

    The quality of our advising is reflected in the impressive list of individuals who rely on our tax services. Every one of our clients expects and receives the quality of service and personal attention that are the hallmarks of EisnerAmper.

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EisnerAmper is an independent member of PKF North America.
PKF North America is an independent member of PKF International.