Trust and Estate Services
EisnerAmper’s trust and estate professionals work with clients and their advisors to create and implement estate plans that achieve the client’s personal and financial goals.
We implement creative solutions to protect and preserve wealth for future generations, minimize potential estate taxes, plan for business succession or the sale of the family business, and charitable planning. When major life events occur or there are significant tax law changes, EisnerAmper’s professionals assist clients in reviewing their current estate plan to ensure it still accomplishes their objectives.
EisnerAmper professionals are experienced in the unique planning issues that arise for foreign clients with connections to the U.S., and for U.S. clients with offshore assets.
NPS CLIENT RATING
Over 2x industry average
and ranking higher than any other firm in responsiveness, quality, value & proactivity
Awarded the Private Client from the Society of Trust and Estate Practitioners
EisnerAmper's Trust and Estate Services Include:
Tax Return Preparation
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Karen L. Goldberg
Karen L. Goldberg Partner-in-Charge of the National Tax Trusts and Estates practice, within the Private Client Services Group. She specializes in estate planning for closely held business owners, senior corporate executives and other high net worth individuals.
Start a conversation with Karen
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