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Trust & Estate Services

Generational Wealth Preservation

Our unified estate planning approach is designed to prepare for life’s expected and unexpected events, and ultimately minimize the tax burden, protect assets, and identify and implement specific strategies for the transfer of personal and business interests.

With the Wiss Trust and Estate practice, our most important commitment is to simplify the complexity of estate planning so our clients fully understand the ramifications of the decisions they are making for themselves and the next generation.

Our practice leader serves as chief advocate and translator between all parties involved, including trust officers, drafting attorneys and tax advisors, presenting various scenarios and creative solutions tailored solutions to ensure a holistic approach with our client’s best interest at the center of all activity.  

  Wiss Trust and Estate Services include: 

  • Estate, gift & charitable tax planning
  • Assistance in minimizing estate, gift and income tax exposure
  • Preparation of estate, gift and complex fiduciary income tax returns
  • Assistance with fiduciaries, beneficiaries and attorneys in various aspects of Trust and Estates Administration
  • Analyzing wills and trust instruments
  • Representing taxpayers and fiduciaries in estate and gift tax examinations
  • Testifying in court with respect to fiduciary accountings and the applicable laws
  • Estate valuation services
  • Post-mortem tax planning and estate administration
  • Informational filings related to the funding of and distributions from foreign trusts
  • Cash flow and liquidity analysis for estate tax needs

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