Estate & Trust Planning

Effective estate and trust planning is essential to ensuring a secure future for your family and business. At Maner Costerisan, we can assist you with the orderly transfer of assets to beneficiaries, providing security for your surviving spouse, and reducing or eliminating tax due on business and asset transfers. Our professionals specialize in assuring a smooth transition for your business affairs, while providing strategies to maintain business continuity and successfully implementing succession of ownership. Maner Costerisan can guide you through the complex process of planning for the future and getting your financial affairs in order.

We can assist with the following services:

Compliance

  • Federal and state fiduciary income tax return preparation
  • Federal and state estate tax return preparation
  • Financial statement preparation and related accounting services
  • Representation before the IRS on examination issues
  • Business valuations

Planning

  • Federal estate and gift tax projections
  • Estate and trust settlement guidance
  • Federal and state fiduciary income tax projections