Private Client Services
Estate Planning
"Effective estate planning will consider many elements, and the most effective plan will be unique to your family's dynamic and circumstances."
Will Goodison-OrrTax Director
Our Services
Careful, Prompt, & Discreet
Gerson Preston focuses on delivering the services needed for the sensitive handling of federal tax matters as it relates to estate planning and trust/estate administration.
We possess the expertise and experience needed to provide advice and representation carefully, promptly, and discreetly in federal, estate, and income tax and related matters. We work closely with attorneys and financial advisors in reviewing wills and trusts and recommend opportunities for enhancing their effectiveness.
Our firm has focused on issues relating to family businesses, including the special challenges that arise in succession planning or selling businesses.
Gerson Preston has extensive experience in guiding high-net-worth individuals, business executives, and other professionals through their personal estate and tax planning.
We can help ensure that you are complying with applicable accounting and tax laws while at the same time advising on ways to minimize the tax implications on wealth transfers and the income tax for trusts and estates.
Estate planning services include:
- Estate and gift tax planning and modeling
- Estate and gift tax compliance
- Trust and estate income tax administration
- Private foundation tax compliance
- Fiduciary Accounting
- Business Valuations
- Income Tax Planning
We're here for you.
Get in touch with us today to begin the conversation.
Our Solutions
Global Expertise with a Boutique Firm Feel
