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Trust and Estate Tax

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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:
  • Preparation of Federal estate and trust tax returns and applicable State inheritance/estate tax returns.
  • Preparation of judicial and non-judicial fiduciary accountings for trustees to provide to beneficiaries of estates and trusts.
  • Preparation of Federal and State fiduciary income tax returns for trusts and estates, including tax planning to minimize income taxes. 
  • Working with attorneys, executors and beneficiaries to minimize estate tax and income tax.
  • Preparation of Federal and State gift tax returns.
  • Preparation of Federal estate tax returns and applicable State inheritance/estate tax returns.
  • Preparation of Federal and State Charitable Trust Information returns.



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