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About Our Trust And Estate Expertise

Braver provides assistance in planning and administering estates and trusts to help clients plan for their fiscal security and to help take the appropriate steps towards fiscal peace of mind.

 

Our Family Practice Group provides a wide range of planning and administration services in the trust and estate planning area including:

 

  • Pre- and post-mortem estate planning
  • Qualified retirement plan distribution planning
  • Split-interest gift planning
  • Generation-skipping transfer planning
  • Charitable planning with use of split-interest trusts
  • Preparation of estate and gift tax returns
  • Probate accounting
  • Fiduciary income tax returns for estates and trusts
  • Preparation of foundation tax returns
  • Preparation of financial statements

 

 
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