Focus on what counts

Trust and Estate

Focused on Your Legacy

You've worked long and hard to build your wealth. Developing an estate plan early is critical if you want to diminish the estate tax burden on your heirs and distribute the highest amount possible to your beneficiaries, with little delay. This is to ensure that your assets are distributed by your choice.

For business owners, the longevity of a privately-owned business is yet additional contemplation. Will your business successfully avoid the stress of transition from one generation to the next? Citrin Cooperman will help you make the decisions to protect your wealth and make transfers seamless.

How Citrin Cooperman Can Help

Citrin Cooperman’s dedicated Trust and Estate Practice actively assist attorneys, investment professionals, insurance brokers, and other members of our clients’ teams to consider the goals and plans that clients have for the disposition of assets during life and beyond. Our experience runs the gamut from small and less complex matters to substantial and highly complex. Our flexibility in the services we offer is a major benefit to our clients.

Our professionals work with closely-held business owners, Fortune 500 executives, trustees, individuals, fiduciaries, beneficiaries, money managers, and entertainment professionals, to name a few. We understand the importance of a cooperative team of advisors, and work closely with them to help make sure our clients’ matters are handled professionally and with care. We are also happy to make recommendations and introductions.

OurRelated Services

Estate, trust and gift planning

  • Reviewing wills, trusts, and other estate planning documents
  • Foundation and charitable trust advisement
  • Succession planning
  • Life insurance planning
  • Asset protection planning
  • International estate planning
  • Multi-generational wealth planning
  • Single and multi-family office consulting
  • Charitable gift planning

Estate and trust administration

  • Preparing and filing estate, trust, and gift tax returns
  • Assisting fiduciaries and beneficiaries in the probate and administration process
  • Post-mortem estate tax planning
  • Handling all aspects of estate administration, from marshalling assets to asset distribution

Fiduciary accounting for individual and corporate fiduciaries

  • Preparation and professional representation of fiduciary accountings for trusts, estates, conservatorships, and guardianships
  • Resolving conflicts among fiduciaries and/or beneficiaries in estate and trust administration
  • Identifying opportunities for tax savings, preparing tax returns, and working with legal advisors in resolving disputes with creditors and the Internal Revenue Service (IRS)