Estates and Trusts

As the executor, trustee or beneficiary of a trust or estate, you have the responsibility to make sure federal and state tax laws are being followed.  VLS can help you navigate these complex rules, including assistance with preparing and filing income tax returns, estate and gift tax returns, and the final tax returns for a decedent.  We work with you and your attorney to help you carry out your responsibilities in a caring, efficient manner, making sure you understand what needs to be done and how to do it.

Who Needs This Service?

An executor, trustee or beneficiary of a trust or estate

Benefits to Our Clients

• We have years of collective experience in helping you meet federal and state tax reporting requirements.
• We understand the complexity of the tax rules and consult with clients to ensure they are in compliance.
• We consult with your attorneys as needed.
• We help provide peace of mind.