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Income Tax Planning for Trusts and Estates

Spencer Fane Tax, Trusts, & Estates attorneys help individuals and business owners identify tax-advantaged estate and trust plans, preserving and maximizing assets for their families and beneficiaries.

Income taxes are becoming an increasingly important consideration for those involved with trust and estate administration matters. Our estate planning attorneys have extensive knowledge and experience in the various options available and have achieved positive results for clients through effective income tax planning by understanding the unique rules applicable to estates and trusts.

Our attorneys are well versed in ongoing changes to tax policy, and our informed counsel allows us to protect clients’ interests by minimizing the estate, income, and excise tax burdens whenever possible.

In addition, we assist in the preparation of federal and applicable state inheritance and/or estate tax returns and can provide tax planning for fiduciaries to help minimize income taxes related to administering trusts and estates.