Trusts & Estates

Trusts and estates are complex areas that can affect most high net worth individuals. Complex laws and tax rules surrounding trusts, estates and inheritances require careful planning and, sometimes, difficult decisions.

Whether it’s difficult tax rules for trusts or the financial implications of estate planning, getting it wrong can be costly.

Moore Doeren Mayhew’s professionals have extensive experience in assisting families in building and preserving wealth through the creation and maintenance of customized estate plans and trusts. Our empathy and collaborative approach with other key advisors, such as lawyers and investment specialists, contributes to a comprehensive and flexible plan, which allows for ease of wealth transfer, flexibility to accommodate changing laws and the maximum amount left to your beneficiaries.

Also, we recognize that estate plans and trusts can be difficult to interpret and administer effectively. This is why we go beyond compliance services and give hands on, personalized advice to the settlors and beneficiaries. 

Our unique and value added approach has earned us most trusted advisor status with many of our family clients.

Our experienced specialists can assist with the following:

• Review of all estate planning and trust documents

• Estate and trust accountings

• Estate, gift and trust tax strategies

• Tax efficient vehicles such as family limited partnerships, grantor retained annuity trusts, defective trusts and charitable trusts

• Cash needs planning

• Selection of assets to gift

• Family meetings facilitation

• Estate, gift and trust tax returns

• Succession planning

• Trustee services

• Foreign trust accountings

• Foreign trust disclosures

• Other financial reporting

• Investment management oversight

• Feasibility and formation of family offices