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Estate and Trust
LCV has formed a committee of those on staff who are technically experienced in the estate, gift and trust field and are continually updating their skills and knowledge through CPE, seminars, and in-house sessions. Our extensive reference library allows us to research virtually any issue. LCV is prepared to assist you in providing maximum accuracy in the overall results for your estate clients through our involvement with the following:
- Team review of the decedent's will concerning strategies and tax related issues.
- Preparation, assistance and/or review of the decedent's estate tax return.
- Income in respect of a decedent planning for minimal estate and fiduciary income tax costs.
- Determine optimum estate taxes/ fiduciary tax elections and deduction alternatives.
- Tax planning opportunities available as a result of beneficiary distributions in kind.
- Assistance with disclaimer, alternative valuation, estate term and executor fee issues.
- Tax research assistance concerning estate, gift or fiduciary related matters.
- Valuation report preparation of closely held businesses.
Contact Carl Swanson to discuss how LCV can assist you.
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