Estate Planning & Trust Accounting

Estate Planning & Trust Accounting at Gregory, Fillas & Buschauer

Effective trust and estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential. Since much of our practice's work is in estate administration and trust accounting, we can guide you through the complex process of getting your financial affairs in order. We work closely with our clients and their attorneys, financial advisors, insurance agents and others to establish a total estate or trust plan.

  • Estate and trust income tax return preparation
  • Estate tax return preparation, including calculation of a Deceased Spouse’s Unused Exclusion Amount (Portability)
  • Trust accounting
  • Court accounting
  • Bookkeeping for trust/estate
  • Assistance with various trustee tasks, including calculation of trustee fees, and more

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