Estates and Trusts

Vicenti, Lloyd & Stutzman has extensive experience preparing estate tax return filings and fiduciary income tax returns for estates and trusts. We analyze individual and family financial situations and objectives and suggest options involving tax-advantaged trusts and estate planning. These may include living trusts, charitable remainder trusts, family limited partnerships, and irrevocable and revocable trusts. We work closely as a team with attorneys and other professionals to prepare the best plans for our clients and to minimize estate tax.

We also prepare accountings of trust activity for your approval and beneficiary reporting.

Charitable Trusts

Estate and Gift Tax Returns

Trust Administration

Tax Preparation & Planning