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, Prager and Fenton offers comprehensive planning, implementation, administration, and advisory services, as well as management of monetary affairs, assets, and trusts after death.
Prager and Fenton has provided such services to many clients and their families for generations -- building a professional and personal legacy of discretion, continuity, and security.
Prager and Fenton 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)
