Estate and Trust

A properly structured estate and trust plan not only greatly impacts the futures of your beneficiaries; it provides you with peace-of-mind that your spouse, children and business will all be accounted for after you’re gone.

At Condley and Company, L.L.P., we can assist with the orderly transfer of your assets to beneficiaries, providing security for your surviving spouse and reducing or eliminating tax due on business and asset transfers. Our professionals are focused on assuring a smooth transition for your assets and business affairs, while providing strategies to maintain business continuity and successfully implementing succession of ownership.

Our team can help you with:

  • General Tax Consulting and Planning
  • Estate and Trust Settlement Guidance
  • Trust and Estate Administration
  • Federal and State Fiduciary Income Tax Preparation
  • Federal and State Estate and Gift Tax Preparation and Projections
  • Post Mortem Tax Planning
  • Trust Planning and Implementation
  • Business Succession Planning
  • Preparation of Court Accountings
  • Charitable Gift Planning
  • Asset Protection Planning
  • Estate Planning Document Review
  • Conservatorship Services