TRUSTS & ESTATES

Gerson Preston focuses on delivering the services needed for the delicate handling of federal tax matters as it relates to estate planning and trust/estate administration. We possess the expertise and experience needed to carefully, promptly, and discretely provide advice and representation in federal tax and related matters. We work closely with attorneys and banks in reviewing wills and trusts and recommend opportunities for enhancing their effectiveness.

Our firm has focused on issues relating to family businesses, including the special problems that arise in succession planning or selling businesses, as well as the tax issues faced by tax-exempt organizations. Gerson Preston has extensive experience in guiding business executives and other professionals through their personal estate and tax planning. We can help ensure that you are complying with applicable accounting and tax laws while at the same time advising on ways to minimize tax implications.

Our Trusts & Estates Services include:

  • Fiduciary Accounting
  • Business Valuations
  • Income Tax Planning