With our staff of exceptional certified professionals, we can perform a myriad of services for estates and trusts, including but not limited to:

  • Determination of estate assets and liabilities
  • Estate and gift tax valuations
  • Estate and trust accounting
  • Trial Services
    • Expert testimony and written reports
    • Analysis and critique of opposing expert report
    • Assistance with discovery issues
    • Financial exhibits and other visual aids
    • Settlement and mediation conferences
  • Analysis of potential misappropriation, embezzlement, errors and irregularity, tax evasion, avoidance and fraud