Estate and Trust Administration

Expertise with Estate and Trust Administration

  • Have you been named executor of a relative’s estate and need help administering the estate?
  • Do you need help with estate, trust, and fiduciary tax compliance and planning?
  • Are you looking for an expert in the area of estate and trust administration?

If you said yes to any of these questions, then you’re in the right place to get some expert help with estate and trust tax return preparation and administration.  At Kerezman CPA & Company, P.C. this is our specialty area.

Estate and Trust Tax Help

If you are the family member who is responsible for administering the estate of a loved one, it can be an overwhelming job.  There are multiple returns to file, tax elections to  make, and deadlines to meet, all while you are grieving for your loved one.

Our office can provide the expertise, support, and services you need to make this burden much easier for you and your family. With our extensive estate and trust administration experience, we can guide you through the process, help you minimize your taxes, and advise you in your role as executor.

Estate Expertise for CPAs and Attorneys

If you are an attorney or CPA in need of estate and trust expertise in your practice, please feel free to reach out.  With our prior experience at two mid-sized accounting firms, a law firm, and a trust department, we’ve mastered the world of estate and trust administration from multiple perspectives and are happy to help you administer your clients’ estates and trusts.

Please feel free to call us at (574) 291-9367 at no obligation to confidentially discuss your estate and trust administration needs and how we can help.