Estate & Trust Tax Planning
Estate and trust tax planning that protects what you've built and the people you're building it for. Quiet, careful, and ahead of the deadlines.
The engagement, in a nutshell.
Every Alpine Mar estate & trust tax planning engagement is built on the same four commitments.
- 01
Experienced point of contact
Your engagement is led by an experienced professional — partner, director, or manager — not handed to a junior once you sign.
- 02
Scoped, transparent pricing
Scope and price are agreed before we start, so there are no surprise invoices. Anything outside that scope we quote and agree with you first.
- 03
Year-round attention
We work the calendar, not just the deadline. Quarterly check-ins by default.
- 04
Modern finance stack
Cloud books, AI, automation, and secure portals. Work moves faster without losing rigor.
From first call to closed loop.
Four predictable steps. No surprise scope creep, no junior handoffs, no hourly meter ticking on routine questions.
- Step 01
Intro call
An introductory call including the senior lead who'd run your engagement. We cover scope, timing, and fit.
- Step 02
Discovery
We look at your books, prior filings, and stack. You get a scoping memo and a flat fee.
- Step 03
Engagement
Work is delivered by a senior team. You see drafts, not silence, with weekly status by default.
- Step 04
Wrap-up
Deliverables ship with a written summary. You keep working with the same team next round.
The detail, if you want it.
The full breakdown of how we approach estate & trust tax planning — written for clients who want to see the rigor before signing on.
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.
My wife and I been working with Alpine Mar over the last year and we've had a fantastic experience with them. Kevin, Pablo and the entire team are extremely knowledgeable and incredibly timely with their responses. We've dealt with multiple complicated tax situations, and they've been super supportive through the process. I couldn't imagine navigating it without them. I would highly recommend anyone looking for a solid accounting team to give them a shot!
Dhru Purohit
Google review · a year ago
Industries we run this for.
Specialized playbooks for the verticals we know best — benchmarks, deductions, and tax positions that don't need explaining.
- High Net Worth We help our high net-worth clients analyze their entity structures and various types of taxable income to strategically minimize the taxable impact. Learn more
- Family Office As families look to safeguard their assets for future generations, they need someone they can depend on. Learn more
- Sports & Athletes From professional and collegiate athletes to performers at packed concert venues, our clients spend their time sharing their talents. Learn more
A strategy that works
as hard as you do.
You'll hear from us before tax season, not just during it. Our team stays close to your financials year-round, flagging opportunities and managing compliance.
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National and international expertise
Single-state, multistate, or cross-border, our CPAs know the complexity and know how to navigate it without leaving money on the table.
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Proactive approach
We don't wait for deadlines to find savings. We plan ahead so you're always in a better position than you were last year.
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Adapted to your needs
Individual, small business, S-Corp, or multijurisdictional, your situation is specific and our service should be too.
Often booked alongside this one.
All services-
Tax Planning
Learn more -
Tax Strategy
Learn more -
Multistate Tax Services
Learn more
Before you book the call.
Quick answers to the things most people ask before signing on for estate & trust tax planning.
How quickly can we start?
We schedule an intro call within a few business days and can begin scoping the same week.
How are fees structured?
Estate & Trust Tax Planning is quoted as a fixed fee with a clearly scoped deliverable, after the intro call. We don't bill by the hour for known scopes. Ongoing work (like monthly close or fractional CFO) is a flat monthly retainer.
Will I work with the same person, or get passed around?
The experienced lead you meet on the intro — partner, director, or manager — is the one running your file, supported by the wider team. You keep the same point of contact rather than getting passed around, with senior review on every deliverable.
Are you taking new clients?
Yes. We're actively onboarding new clients year-round, and we pace intake so our team can hold the service standard the firm is known for.