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.

81.2%

NPS CLIENT RATING
Over 2x industry average
and ranking higher than any other firm in responsiveness, quality, value & proactivity

Peer Recognized

Awarded the Private Client from the Society of Trust and Estate Practitioners

EisnerAmper's Trust and Estate Services Include:

Estate Planning

design and implementation of estate plans;
review of existing wills and trust agreements;
advising on financial and tax implications of sophisticated estate planning strategies; and
preparation of financial and tax analysis of proposed or current estate plan.

Tax Consultation

estate, gift and generation-skipping transfer tax issues;
complex fiduciary income tax issues;
charitable planning strategies; and
qualified retirement plan post-mortem distribution options.

Estate Administration

preparation of Federal and State estate tax returns for U.S. domiciliaries and nonresident aliens;
preparation of decedent’s final income tax returns and estate’s fiduciary income tax returns; and
post-mortem tax planning.

Tax Return Preparation

federal and state gift tax returns;
federal and state fiduciary income tax returns for domestic and foreign trusts, including computation of UNI and throwback tax for foreign nongrantor trusts; and
informational filings related to the funding of and distributions from foreign trusts.

Retirement Planning

Plan for the adequacy of retirement income and timing of qualified plan distributions, and advise on Roth IRA conversions.

What's on Your Mind?

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.

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