In the cases of ongoing trusts (and arguably in cases involving estates with more than one fiscal year), we work with attorneys, accountants, and, if applicable, trust officers, to identify a planning methodology termed 65-Day Distributions to help driving income tax savings to families of wealth. We also are savvy in identifying specific and unique elections benefiting estates and trusts, as well as the related beneficiaries.
We pride ourselves on working with attorneys, tax planners, and fiduciaries. Working together, and collectively seeking out flexible, “outside the box” approaches to issues is not only fun, but it also typically provides a significant benefit to estate and trust beneficiaries. We have operated under this modus operandi for decades and enjoy working with others of this mindset.