Service
Wealth preservation planning, coordinated across advisors.
Trusts, charitable vehicles, residency changes, installment sales, estate coordination. We don't replace your estate counsel — we coordinate with them so the return executes the plan.
What's included
Scope.
- Trust tax coordination: grantor, IDGT, QPRT, dynasty
- Charitable vehicle selection: DAF, CLAT, CRT
- Residency change planning & documentation file
- Installment sale modeling and Form 6252
- §1031 real estate coordination
- Step-up basis planning & gifting strategy
- Wealth advisor & attorney coordination
How engagements work
Discovery → proposal → engagement letter
Fixed-fee, scoped on a discovery call before any work begins.
Questions
Common questions.
Do you replace my estate attorney?
No. We coordinate with them. They draft and update documents; we execute the tax positions and file returns consistent with the plan.
Can you file trust returns?
Yes. Form 1041 and state trust returns, with K-1 issuance to beneficiaries, are prepared under the same engagement.
Planning that connects advisor to return.
Book a call. Fifteen minutes, flat quote, coordinated plan.