Estate & Trust Planning & Administration

The complexities of effective estate and trust planning and administration require both legal and accounting expertise. At EFP Rotenberg, we have designed a dedicated team to provide clients with expert assistance in estate and trust planning, as well as throughout the estate administration process.

Planning for the future

Estate and trust planning must take into account how you would like your assets to be utilized and the tax and legal implications of your choices. We work closely with your attorney on the latter; our tax department professionals are well versed in the tax code and what it means for you.

Our mission is always to create smart tax-planning strategies to preserve wealth for the future, so that your efforts come to fruition.

When the future arrives

When it’s time to administer a trust or estate, we work closely with your attorney or executor to streamline estate administration and protect the integrity of the estate. We have organized our estate administration group to provide a wide range of services, from collection of data to final reporting—and every task in between.

Depending on the wishes of your attorney or executor, we can take care of a specific task like tax returns or handle the entire administration process after filing. No matter how you or your agent choose to structure the relationship, we maintain a flexible approach. Our services can include:

• assistance in preparing the original filing
• providing a detailed accounting of assets
• preparing all the tax forms required for the estate and its beneficiaries
• helping your attorney handle all of the requirements of Surrogate’s Court—details, deadlines and forms

Impeccable attention to details and deadlines

We support our professionals with sophisticated resources designed to make each project run smoothly and quickly:

• state-of-the-art estate and trust administration software
• a paperless document management system
• disciplined internal processes
• responsive support staff