2024 Estate & Trust

Services

Estate & Trust

Planning for the Future

Planning for your estate can be unpleasant for many, often requiring difficult decisions. The issues are usually even more complicated if a family business is involved. Without proper planning, a person can lose over half of their accumulated wealth due to high estate tax rates. Minimizing taxes and maximizing the transfer of wealth is a primary goal of estate planning.

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Brian Geissler

Co-Practice Leader

Christine Pronek

Co-Practice Leader

Meet the Team Estate & Trust Brochure

Preserve Your Wealth for Future Generations

Estate planning is essential to managing your assets during your lifetime and providing future financial security for your family and loved ones. WilkinGuttenplan’s estate and trust planning specialists will work with you to create an estate plan that meets your objectives. Throughout the planning process, you receive personalized attention from our professionals as they help you devise and implement an effective plan. Our strategies may involve managing your assets, setting up trusts for your children, sheltering your estate from taxes, and finding gifting opportunities to family and/or charities. For business owners, we will also explore business continuity through ownership succession.

Providing Answers and Resolving Issues for Our Clients

During the planning process, WG will help you answer questions such as:

How can I preserve the wealth that I have accumulated?
What do I want to have happen with my assets?
What do I want done with my business?
What is the most innovative way to leave donations to my favorite charities?

We can assist with the following forms:

Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return
Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return
Form 1041, US Income Tax Return for Estates and Trusts
Form 5227, Split-Interest Trust Information Return
Form 1041-A, US Information Return Trust Accumulation of Charitable Amounts

We can also work with you to address:

Planning for the minimization of taxes
Administration of trusts
Preparation of gift, trust, and estate income tax returns
Planning for special needs and under-age children
Guiding in the inventorying of estate assets
Ascertaining family goals regarding the preservation of wealth
Managing issues commonly associated with closely held businesses, such as valuations, alternative methods of paying estate tax, and the transfer or disposition of business interests
Retirement planning
Litigation support

Putting Our Experience to Work for You

Estate planning can be an enormously complex matter. It is imperative that you work with people who thoroughly understand your financial picture and have the necessary technical expertise. For over 40 years, WilkinGuttenplan has provided services to clients like you. We are committed to helping you with the complications often associated with estate and trust planning. We welcome the opportunity to put our expertise to work for you.

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