Specialized Estate Services
VALUATION • CHARITABLE • BUSINESS INTERESTS • FAMILY ENTITIES • AUDIT SUPPORT Tailored estate solutions for complex assets and high-net-worth families. Our specialized services address advanced planning needs such as charitable gifting, family partnerships, valuation support, and audit representation—ensuring compliance, accuracy, and long-term preservation of wealth.
Our Key Services
What We Handle
Our Process
Analyze
Review estate composition, family entities, and charitable objectives.
Design
Develop tailored structures for valuation, gifting, and asset protection.
Coordinate
Work with appraisers, attorneys, and financial institutions to execute plans.
File
Prepare and file Form 706, Form 709, and all related supporting schedules.
Defend
Represent estates in IRS or state audits, ensuring documentation integrity.
Review
Reassess structure annually to maintain compliance and efficiency.