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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.

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.




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

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