Estate, Gift, and Fiduciary Service ...


Estate, Gift, and Fiduciary Services

Make sure the legacy you’ve worked hard to build will transfer smoothly to the next generation. Scribner, Cohen and Company, S.C. tailors solutions to your specific situation and goals.

Plan for tomorrow

  • Structure tax-efficient estate and gift plans
  • Incorporate charitable giving plans that carry out your wishes while reducing your tax obligation
  • Administer trusts to assist you in retaining appropriate control as your wealth transfers to the next generation

Prepare tax returns

  • Estate and generation-skipping transfer tax returns
  • Gift tax returns
  • Fiduciary income tax returns
  • Decedent’s final income tax returns

Assist fiduciaries and attorneys

  • Guide clients through the intricate web of post-death decisions, elections, and alternatives
  • Review estate plans, wills, and trust documents to determine applicable tax consequences
  • Plan for post-mortem disclaimers and distributions to maximize wealth transfers while minimizing taxes
  • Prepare detailed, accurate inventories and accountings for estates, trusts, and guardianships

For more information on these services, Contact Us