Estate + Trust
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Estate + Trust
Ensure a seamless transition of your assets and leave a lasting legacy with effective estate planning strategies. From comprehensive estate and trust planning to tax compliance and estate & trust return and accounting preparation, our team provides expert guidance every step of the way. Niman + Associates has substantial experience in preparing accounts and reports that comply with the exacting legal requirements of the Probate Code. We work with attorneys, trustees, financial intermediaries, and advisers to plan and maintain trusts.
Our service offering includes:
- Development of gifting strategies
- Review of estate planning documents
- Preparation of fiduciary accountings
- Preparation of estate returns, gift tax returns, and fiduciary and charitable trust income tax returns
- Representation of clients before the IRS in estate and gift tax matters