Estate & Trust Tax Planning
Tax-smart planning to protect what you've built, coordinated with your estate attorney and financial advisor.
How Tommy helps
Estate planning is a team effort. Your attorney drafts the documents, your financial advisor manages the investments and your CPA makes sure the tax side works. Tommy focuses on that tax side: estimating potential estate tax exposure, structuring gifts efficiently and preparing the trust and estate returns that follow.
Tommy is not an attorney and does not draft wills or trusts. He works alongside the professionals you already have, or can suggest experienced estate attorneys if you need one.
What's included
- Estate and gift tax planning
- Trust and estate income tax returns (Form 1041)
- Gift tax returns (Form 709)
- Lifetime gifting strategies
- Charitable giving strategies
- Business succession planning
- Final individual returns for a loved one
- Coordination with your attorney and advisor
Who this is for
- Families planning for the next generation
- Business owners planning a transition
- Trustees and executors with filing responsibilities
- Individuals making significant gifts
How it works
Call or email
Schedule a free, no-obligation first conversation about your situation.
A fair quote
Receive a written scope and fee before any work begins.
Ongoing support
Tommy handles the work and stays in touch year-round.
Common questions
Do you draft wills or trusts?
No. Tommy is a CPA, not an attorney. He handles the tax planning and tax returns and coordinates with your estate attorney, who drafts the legal documents.
I was just named executor or trustee. Where do I start?
Start with a conversation. Tommy can explain which tax returns are required, the deadlines involved and what records to gather, so nothing is missed during an already difficult time.