Trustees and executors benefit from the experience and expertise of our shareholders and professionals. We serve as tax advisors and preparers for a number of bank trust departments, as well as for individual trustees and executors. We work with our clients' attorneys and valuation experts in planning for, establishing, and administering trusts, conservatorships and in probate matters, including:
- Estate planning
- Gift tax planning and preparation
- Estate tax preparation
- Administration of trusts
- Preparation of all types of trust returns
Many of our clients take advantage of our secure, web-based, interactive worksite, streamlining communication and collaboration with their Fox, Byrd & Company service team. For more information about this service, click here.