Estate & Trust Tax Planning
Preserving wealth across generations
Estate and trust planning requires a personalized approach, technical expertise, and a long-term mindset. Alpine Mar works with families and their advisors to design structures in a way that protects assets, minimizes both income and transfer tax exposure, and aligns with your succession or legacy goals.
From ongoing compliance to strategic planning, we provide comprehensive and personalized guidance at every stage.
Our estate and trust tax services include:
- Planning for liquidity events
- Business succession planning
- Estate and trust income tax return preparation and planning
- Federal and State Estate tax return preparation and planning
- Gift tax return preparation and planning
- Trust administration support
- Fiduciary accounting and reporting
- Charitable giving strategies
Gift tax returns
As part of our estate and trust services, we prepare and advise on gift tax returns to help ensure gifts are structured efficiently and reported accurately. Proper gift tax planning can reduce future estate taxes while allowing you to transfer wealth intentionally.
What our clients are saying:
Partner with nationally recognized CPAs:
Our tax professionals are well-versed in the tax incentives and deductions involved in charitable giving. We’ll guide you through the process of properly documenting your charitable activities and ensuring you receive the maximum tax benefits for your philanthropic efforts.
