Providing security for your heirs while reducing the tax due on business and asset transfers
A properly structured estate and trust plan provides you with peace of mind knowing that your spouse, children and business are taken care of and accounted for after you’re gone. The orderly transfer of your assets to beneficiaries should be accomplished in a way that provides security for your heirs. A solid plan should also accomplish your personal, charitable and philanthropic goals while reducing or eliminating tax burdens.
There are a wide variety of estate and gifting strategies and formats that have legal, tax, compliance and administrative consequences including:
Asset protection trusts
Charitable lead trusts
Charitable remainder trusts
Constructive trusts
Dynasty trusts
Generation-skipping trusts
Grantor retained annuity trusts
Intentionally defective income trusts
Irrevocable trusts
Life insurance trusts
Living trusts
Medicaid trusts
Private foundations
Qualified personal residence trusts
Revocable trusts
Special needs trusts
Spendthrift trusts
Tax by-pass trusts
Totten trusts
Trusts under wills
Estate & Trust Services
Individuals, business owners, trustees, executors and other related parties look to us for tax planning and consulting services, business succession planning and fiduciary tax preparation services. Estate planning solutions include:
Estate & trust settlement guidance and planning
Federal estate & gift tax projections
Federal & state estate tax return preparation
Federal & state fiduciary income tax return preparation & projections
Financial statement preparation & related accounting services
Representation before the IRS on examination issues
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A TRUST PROVIDER’S PERSPECTIVE…
“I greatly appreciate my Adams Brown advisor and value the team’s expertise. They’re my go-to CPA firm! They’re always willing to help me when I call with items big or small. In the trust world, things can fall into our laps quickly, and Adams Brown is always willing to help deliver a solution.”
Nicole Easton – The Trust Company of Kansas, Wichita, KS
