Estate, Trust, & Gift Tax

Ablamsky & Company provides estate, trust, and gift tax compliance and advisory services for high-net-worth individuals and families. We work closely with estate planning attorneys, family offices, and other advisors to ensure that trust, estate, and gift tax reporting is accurate, coordinated, and aligned with each family's broader tax strategy.

Our services include fiduciary income tax returns, estate and gift tax returns, trust taxation, and planning related to wealth transfers and multi-generational family structures. We help clients navigate complex reporting requirements while integrating trust and estate planning with their overall tax objectives.

Who We Serve

We work with individuals, families, and fiduciaries navigating complex trust, estate, and wealth-transfer matters. Our clients include:

  • High-net-worth and ultra-high-net-worth individuals and families

  • Trustees and executors

  • Beneficiaries of trusts and estates

  • Family offices

  • Grantor and nongrantor trusts

  • Estates involving significant investments, business interests, or other complex assets

How We Help

Our estate, trust, and gift tax services include:

  • Fiduciary income tax returns for trusts and estates

  • Federal and state estate tax returns

  • Federal gift tax returns

  • Trust income tax planning and distribution analysis

  • Estate administration tax planning

  • Gift and wealth-transfer reporting

  • Charitable giving and private foundation coordination

  • Estimated tax planning for trusts, estates, and beneficiaries

  • Tax planning involving closely held business and investment interests

  • Coordination with estate-planning attorneys, fiduciaries, appraisers, and investment advisors

Coordinated Tax Advice Across Generations

Trust, estate, and gift tax matters frequently affect multiple taxpayers across several years. A wealth transfer may create reporting obligations for the donor, a trust, an estate, and individual beneficiaries, while also interacting with income tax, investment, charitable, and business considerations.

Our integrated approach allows us to consider how these obligations fit together rather than treating each return as an isolated filing. We work closely with estate-planning attorneys, trustees, executors, family offices, and other advisors to help ensure that tax reporting is accurate, coordinated, and consistent with the family’s broader planning objectives.

Whether implementing a lifetime gift, administering an estate, managing trust distributions, or reporting a complex transfer, our goal is to identify tax issues early and ensure that important filing and planning matters are carried through to completion.

Speak with an Estate and Trust Tax Advisor

Tell us about your tax matter. We'll contact you within one business day to discuss how we can help