Trust and Estate Planning

The Estate and Trust Team of Kerkering Barberio is involved in all aspects of developing estate, trust and gift plans for their clients. Our goal is to integrate current income tax planning with your estate tax plan, keeping in mind that there are aspects of estate planning that are not tax driven. We have a wealth of experience assisting clients with the most important decisions for their future and their families' future.

• Charitable Lead Annuity Trust (CLAT)
• Charitable Remainder Trust (CRT)
• Charitable Remainder Unitrust (CRUT)
• Estate and Gift Planning
• Estate and Gift Tax Returns
  • 706
  • 1041
  • 709
• Fiduciary Accountings
• Fiduciary Tax Returns
• Generation Skipping Transfer Trust (GST)
• Grantor Retained Trust (GRAT)
• Grantor Retained Income Trust (GRIT)
• Qualified Personal Residence Trust (QPRT)
• Qualified Subchapter S Trust (QSST)
• Trust Formation and Tax Planning
• Trust Tax Returns
• Representation before the IRS
• Business Valuation Consulting

Please contact one of our Estate and Trust Shareholders, Barbara Jones, Shirley Irons Faist or Heather Williams to help you with any of your estate and trust planning needs.

Resources

• Are you confident of how your assets will be distributed at your death?