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Trust Settlement
PTE Services has been advising
clients for more than ten years
in the areas of Trust Settlement issues. This specialization provides you with a
knowledgeable tax person who can also advise you in the areas of
Estate Planning and Estate Matters. |
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Services Provided
- Assist trustee with all
trust settlement issues
- Valuations
- Inventory
- Tax Returns
- Distribution(s)
- Calculate allocations between
the decedent's final income tax return and the initial fiduciary tax
return
- Advise the client about tax
matters, when necessary.
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Prepare the ongoing Fiduciary Tax
Returns until the Trust is distributed
- Advise client if matters
require legal interpretation through an attorney, advise client when to
seek an attorney if a trust is contested
Let us know what we can do for you!
Mail me at the above address, or
Email me!
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