Trust & Estates

At DKB we understand that the administration of trusts and estates can be tricky. Not only do we work with individual tax clients to make sure they understand the issues and complexities surrounding fiduciary tax matters, but we develop strategic partnerships with banks and law firms. Due to our vast expertise in the preparation of fiduciary income tax returns we understand available elections, distribution rules, and filing deadlines. All of which are essential to competent administration. With each of our strategic partnerships we make sure our client is receiving a well-rounded service approach.

There is constant change in estate tax law, so the challenge of the estate planning process becomes even more daunting. At DKB we are here to help. We work hand in hand with our clients, their attorneys, and other important parties to provide estate tax planning insight and options. Through service offerings such as development, implementation and monitoring of a comprehensive estate plan, and communication of your estate plan to family members, to fiduciary income tax return preparation, it is our goal to help our clients secure a lasting legacy, while incurring minimal tax consequences.