Trusts & Estates Planning Services

Trusts and estate planning

Protect Your Legacy for Future Generations

In the complex area of trust and estate planning, much is at stake. You want to maintain control of your assets during your lifetime and after your death to ensure that your family, favorite charitable causes and beneficiaries will receive their intended inheritance and minimize the impact of estate and gift taxes.

Bennett Thrasher’s team of trust and estate professionals can help you plan in ways that will benefit you in your lifetime, as well as for generations to come.

Team Leader

Bennett Thrasher believes in serving our clients by building trust through insight and involvement.

If you are looking for a partner to provide thorough estate and trust tax planning and compliance, we can help. Contact Jonathan Swartz to schedule a consultation.

Services

Estate & Wealth Transfer Planning for Lasting Legacy

We help our clients successfully manage their current estate tax exposure and facilitate the transfer of family wealth by:

  • Analyzing your current estate plan to determine future income and estate tax consequences
  • Preparing complex estate, gift and trust tax returns and providing estate administration
  • Assisting in the creation of family trust and investment partnerships to facilitate the transfer of assets to the next generation
  • Assisting in the creation of private philanthropic foundations, donor-advised funds and other charitable giving vehicles
  • Planning for the succession of a closely held business to the next generation, employees or an outside party

Our professionals can help you navigate the various tax laws and regulations that govern trusts and estates and ensure you stay in compliance while protecting your legacy.ntageous approach to any tax problem or dispute.

Estate Administration

Expert Guidance Through Complex Tax & Fiduciary Duties

Estates and trusts have many complex tax obligations and failing to fulfill these obligations can result in costly fees and penalties. Often, family members will find that they have suddenly become a trustee or executor of an estate during a stressful life event, like the death of a loved one. Our professionals can assist trustees and executors in administrating trusts and estates following an individual’s death.

Our team has the knowledge and experience required to advise clients regarding any issue that may arise during the administration process, including:

  • Handling trustee and court accounting along with record keeping and check writing
  • Fulfilling fiduciary duties and powers of a trustee or executor
  • Managing trust assets
  • Coordinating with attorneys, financial advisors, valuation specialists and other professionals as needed

We are here to help you work through the various administrative steps of an estate and understand how the tax laws apply to your situation. With experience and professional guidance, you can have peace of mind as you handle the estate or trust affairs.

Services

Estate & Wealth Transfer Planning for Lasting Legacy

We help our clients successfully manage their current estate tax exposure and facilitate the transfer of family wealth by:

  • Analyzing your current estate plan to determine future income and estate tax consequences
  • Preparing complex estate, gift and trust tax returns and providing estate administration
  • Assisting in the creation of family trust and investment partnerships to facilitate the transfer of assets to the next generation
  • Assisting in the creation of private philanthropic foundations, donor-advised funds and other charitable giving vehicles
  • Planning for the succession of a closely held business to the next generation, employees or an outside party

Our professionals can help you navigate the various tax laws and regulations that govern trusts and estates and ensure you stay in compliance while protecting your legacy.ntageous approach to any tax problem or dispute.

Estate Administration

Expert Guidance Through Complex Tax & Fiduciary Duties

Estates and trusts have many complex tax obligations and failing to fulfill these obligations can result in costly fees and penalties. Often, family members will find that they have suddenly become a trustee or executor of an estate during a stressful life event, like the death of a loved one. Our professionals can assist trustees and executors in administrating trusts and estates following an individual’s death.

Our team has the knowledge and experience required to advise clients regarding any issue that may arise during the administration process, including:

  • Handling trustee and court accounting along with record keeping and check writing
  • Fulfilling fiduciary duties and powers of a trustee or executor
  • Managing trust assets
  • Coordinating with attorneys, financial advisors, valuation specialists and other professionals as needed

We are here to help you work through the various administrative steps of an estate and understand how the tax laws apply to your situation. With experience and professional guidance, you can have peace of mind as you handle the estate or trust affairs.

Trusted by Many

“The transfer pricing audit ended after the German tax authorities reviewed our Local File. It might have been the best money I have ever spent.” – Feedback from Finance Director of Irish Multinational in Healthcare Industry following a transfer pricing audit in Germany
“Ben and his staff have been fantastic. They have been very professional and extremely patient as we navigate through our transaction and the planning process.”

CFO of U.S.-based subsidiary of a Swiss Multinational in the Technology Industry

“We are incredibly grateful for the partnership, support and collaboration of you and your team…Your professionalism and collaboration truly made the difference for the Company, our teams and our leaders.”

Chief Compliance Officer for a Statewide Health Care Organization

“As always, we very much appreciate your hard work and the hard work of the entire BT team.”

SVP & Chief Compliance Officer of a Global Distribution Company

“In the past, I have used two of the top four national accounting firms for advice. I have found Jeff Call’s firm Bennett Thrasher, the most responsive, always available and very, very helpful. Once I’m not around, I’m certain my state trustee will continue to rely on Jeff’s firm.”

Guy Millner, Chairman Assurance, America, Corporation, Atlanta

“Bennett Thrasher provided exceptional second mile audit services for Trilith Studios. Their team was thorough, knowledgeable, demonstrated a high level of attention to detail and provided clear communication throughout the entire process. We highly appreciated their collaboration and the professional service they provided throughout the entire audit process.”

Ginny Hernandez, Trilith Studios

“Just when you have self-assessed your company to possibly be the worst client ever, the Staff at Bennett Thrasher make you feel like you are their most important and beloved client. That ability is an attribute you don’t see in many accounting firms.”

Dennis W. Jackson, EVP-Finance, M3, LLC

Bennett Thrasher Advisory Services Team

45+ years of tax, audit & advisory solutions

Contact our team