Our specialized Trust and Estate team works closely with our clients – and their families, investment advisors and attorneys – to provide a range of services for the administration of trusts and estates.
The Ennis Pellum CPAs Trust and Estate team provides advice and representation on federal and state estate, gift and income tax issues that affect the estate or trust, its beneficiaries or fiduciaries.
We prepare all the individual tax return services for estates and trusts as well as any required trust accountings for trustees to provide to beneficiaries. Additionally, we provide ideas for planning lifetime gifts, charitable goals and cash flow optimization. Examples of our estate and trust services include: