Estate and Trust Administration Support
Trustees and executors have a challenging role to fulfill. If you have been named as a trustee or executor, don't do it alone, contact Alla Johnson CPA LLC. We’ll work with your attorney to guide you through this complex process
We have extensive experience coordinating the estate, tax, and fiduciary accounting issues involved with the administration of estates and trusts and will be at your side throughout the process. Our assistance includes minimizing tax obligations, gathering assets, and consulting with financial advisors regarding transferring assets to beneficiaries. We will also prepare gift and estate tax returns and provide ongoing tax planning to reduce liabilities.
We are well equipped to advise and guide executors, trustees, and guardians in their fiduciary duties. We help ensure you are accurately following the law and protecting the interests of the beneficiaries to the best of your ability. We can also serve as executor, trustee, or conservator for our clients should the need arise.
Call us today at 941-907-1100 to discuss your estate and trust administration needs or request a consultation online.
Fiduciary services for trustees and executors:
- Trust documents review for tax purposes
- Estate and trust tax planning
- Estate tax return preparation – Form 706 or Form 1041
- Gift tax return preparation - Form 709
- Fiduciary tax return preparation
- Fiduciary accountings
- Periodic and final accountings for the Court and beneficiaries
- Reporting trust expenses and maintaining records
- Determining beneficiary needs
- Family budgeting
- Audit representation