Trust & Estate Services

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In order to effectively address the specific circumstance you face as a wealthy individual, a family in business, or a family office, the specialists in our tax practice will provide you with smart solutions you can count on. 

To best serve you we will form a collaborative team, working in concert with your attorneys, wealth advisors and insurance providers so that you gain the advantage of having access to everyone’s collective perspectives and skills in a broader context. 

From designing your personal plan to implementing it, we ensure that your trust and estate goals are met, including addressing the impact of estate, gift, and generation skipping taxes.  Your MT&L team will offer you:

  • Tax preparation, including Federal estate tax returns state inheritance and estate tax returns, fiduciary income tax returns 
  • Preparation of formal, fiduciary accountings for trusts and estates

We look forward to assisting you as you, your family and your business transition to the next life cycle phase – and all that it entails.