We prepare federal and state estate tax returns in conjunction with the probate administration of decedent’s estates and assist the client with other tax return related issues ranging from valuation through the closing of the estate. As part of our estate and trust administration practice, we prepare federal and state fiduciary income tax returns for estates and trusts. During the estate planning phase, we counsel our clients regarding the amount of death taxes they may owe and available mechanisms to minimize those taxes through gifting or retitling of assets. We prepare conveyance tax forms, deeds, and other documents required to change title to assets and prepare federal and state gift tax returns for any reportable gifts made each year.
Estate Trust and Gift Taxation
KKC’s attorneys are directly involved in the compliance and administrative requirements for estate and gift taxes for both federal and state purposes.