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| Estates, Gifts & Trusts |
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The Estate, Gift and Trust group at Rachlin provides comprehensive
services in the areas of tax planning and compliance for individuals, estates
and trusts. In addition to our highly personalized planning services, we
prepare all local, state and federal tax filings. Our dedicated team’s extensive
knowledge and years of practical experience in the estate, gift and trust
area enable us to assist our clients to build and preserve wealth, minimize
tax payments, effectively make gifts to family members and charitable
organizations, and transfer personal and business assets for the benefit
of future generations. We are also uniquely suited to assist families navigate the complex estate and income tax matters involved with estate administration.
As one of the country’s top 100 public accounting firms, Rachlin offers the resources and specialization of a larger firm. Specifically, we offer what smaller firms cannot––a separate group of professionals who are completely dedicated to this complex and important area of tax practice.
Rachlin's Estate, Gift and Trust
services:
- Federal & State Compliance Services
- Fiduciary Accounting
- Estate & Gift Tax Planning and Research
- Charitable Trust Compliance and Planning
- Post-Mortem Planning
- Valuation Services
- Estate and Trust Litigation Support Services
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Accomplishments:
- Secured an IRS tax refund of $160,000 for one of our clients through a
proper analysis of a trust document and applying the rules of trust and
individual income taxation
- Saved heirs $25,000,000 by reducing estate taxes related to an
S Corporation through our various estate planning suggestions
- Performed income tax services for U.S. individuals with beneficial
interests in foreign trusts to ensure that all tax implications and
compliance requirements are understood and addressed
- Assisted clients to establish a “dynasty trust” that will avoid
estate tax and generation-skipping transfer tax for 360 years
of the families’ generations
- Advised clients on how to properly handle inherited Individual Retirement
Accounts (IRAs), so that the deferred tax benefits are stretched out over
the maximum number of years possible
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Assisted and successfully defended estate and trust beneficiaries in lawsuits pertaining to their beneficial interests
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