Trusts and Estates Planning Administration

At Raich Ende Malter & Co LLP we know how important it is to protect our clients’ wealth and plan for the transfer of their personal assets or business to the next generation.  We thus provide a comprehensive array of services in the areas of estate planning, wealth accumulation, succession planning and valuation.  We work with our clients’ advisors, attorneys and financial managers in planning their financial futures, ensuring that their wealth is not taxed unnecessarily. 

• Business succession planning
• Charitable gift planning, including managing charitable trusts and private foundations
• Estate tax planning and return preparation, including federal estate tax returns, applicable state inheritance tax returns and fiduciary income tax returns
• Fiduciary accounting for trusts and estates
• Planning for IRA and qualified plan distributions
• Post-mortem planning to minimize income and estate taxes
• Sophisticated wealth transfer strategies
• Valuation of closely held business interests