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Estate & Trust Tax

Your tax return is more than a necessary evil; it is an important piece of your entire financial picture. That's why MarksNelson works year-round to minimize your tax liability.

Effective estate and gift planning maximizes and facilitates the transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing continuity and succession ownership is essential. Our professionals help guide you through this complex process.

MarksNelson provides the following estate & trust tax services:

  • Federal, state and local income tax compliance and planning
  • Estate and gift tax planning
  • Responding to tax notices
  • Tax representation before federal and state taxing authorities