Estate and Trust Administration

Baker Tilly knows complying with complex estate and trust administration requirements is challenging. For that reason, fiduciaries often rely on our team of cross-disciplinary specialists for guidance and assistance.

Our skilled professionals advise on financial planning, estate, trust, and marital property issues. We also have experience with the federal income, estate, and gift tax regulations that govern trust and estate accounting and taxation. And we regularly monitor legislative developments and IRS rulings.

When Baker Tilly assists you with your estate and trust administration needs, you can focus your attention on beneficiaries and the legal process.

Our highly personalized, custom-tailored services include:

• Estate and gift tax return preparation, asset valuation, and elections
• Trust and estate inventories and accountings
• Post-mortem trust funding, disclaimer planning, and post-death designated beneficiary planning
• Individual and estate fiduciary tax returns and income allocations
• Charitable gift planning and specialized tax reporting
• Surviving spouse and beneficiary planning, liquidity analysis, and retirement planning 

Contact our tax services team >