Have you been named trustee of a trust or executor of an estate? Estate and trust administration can be confusing and time consuming, requiring technical expertise and up-to-date knowledge of complex laws and regulations. At L+O, we have a team of experienced, highly qualified professionals who will listen carefully to your concerns and work closely with you, the executor or trustee, through all phases of the process.

From bookkeeping or a single tax return to complex research and analysis, we will provide the expertise, resources, and attention to detail to get the job done right and reduce your burden. Estate and trust administration services may include one or more of the following:

• Bill paying
• Bookkeeping and accounting
• Tax return preparation
• Estimated tax payments
• Consulting regarding distributions
• Consulting for beneficiaries
• Asset research and investigative accounting

The tax experts

Our tax experts' thorough, hands-on knowledge of complex estate and income tax law means you can be assured that your estate and trust tax returns will comply with the latest tax regulations. We will provide you with timely, accurate tax services including:

• Estate tax returns
• Gift tax returns
• Income tax returns for estates and trusts
• Tax consulting for beneficiaries

Coordinating a team effort

We will work together with your attorney and other advisors to coordinate resources and provide consulting and analysis on a variety of estate and trust administration issues including:

• Tax matters, including elections
• Beneficiary distributions
• Principal and income allocations
• In-kind distributions
• Asset preservation and liquidation
• Trustee and executor duties

Count on the professionals at L+O

When you work with L+O, you can be assured that your estate and trust administration will be performed with the highest level of professionalism, confidentiality and attention to detail.