Estates, Gifts, Trusts and Foundations

A single objective: seeing your wealth grow

Estates, Gifts and Trusts
At Calegari & Morris, we bring a wealth of collective experience to this strong practice area, providing broad expertise and sophisticated advice to estate, gift, and trust tax planning and compliance. Our expert team prepares tax returns; distributes estate assets; handles fiduciary accounting and related issues; compiles trust accounting reports, and assists in the selection of qualifying fund assets. We also coordinate IRS estate and gift tax audits. Working in tandem with attorneys, executors/trustees, and other advisors, our goal is to speedily resolve estate planning and gifting issues that affect our clients.

Private Foundations
Calegari & Morris has extensive experience in providing tax planning and compliance services to private foundations. As part of this service, we often assist clients in determining, in light of the family’s estate plan, whether establishing a private foundation is the wisest option. In addition, we assist foundation managers with charitable distribution planning, ensuring that the foundation meets its minimum distribution requirements and minimizes excise tax.

We look forward to meeting you and to helping you, and your family, achieve your financial goals. We can assist you with many complex issues, including:

• Charitable remainder trusts (CRTS)

• Grantor retained annuity trusts (GRATS)

• Qualified personal residence trusts (QPRTS)

• Intentionally defective irrevocable trusts (IDITs)

• Family limited partnerships (FLPs)

• Private annuities

• Installment sales