our services: Gift Tax and Estate Planning
Thoughtful gift tax and estate planning can create significant short- and long-term value for families --- allocating existing assets today while maximizing their worth for years to come. To that end, Adams & Salter offers comprehensive planning, implementation, administration, and advisory services, as well as management of monetary affairs, assets, and trusts after death.
Adams & Salter has provided such services to many clients and their families -- building a professional and personal legacy of discretion, continuity, and security.
Adams & Salter provides gift tax and estate planning services related to:
- Business succession
- Defective grantor trusts
- Establishment of estates and trusts
- Family limited partnerships
- Federal and state returns for estate tax, gift tax, and generation-skipping tax
- Judicial and informal fiduciary accountings
- Pension and IRA distributions
- Postmortem planning and entity termination
- Qualified domestic trusts (QDOTs)
- Qualified terminable interest properties (QTIPs)
Accounting | Gift and Estate Tax Planning | Tax | Production Accounting
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