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Estate and Gift Planning

Our wealth transfer planning professionals offer decades of experience developing strategies that address unique individual and family needs, meet philanthropic objectives, and effectively manage estate and gift taxes. Services include:

  • Retirement planning
  • Intergenerational wealth transfers
  • Closely held business planning
  • Charitable giving

Learn more about how RSM can help you with your wealth transfer planning and/or estate tax planning.


Related Insights

Qualified opportunity funds: Estate and gift tax planning implications

INSIGHT ARTICLE

Qualified opportunity funds: Estate and gift tax planning implications

Exploring ways to incorporate qualified opportunity fund investments into your overall estate and gift tax plan.

  • Charlie Ratner, Nancy Wakefield
  • |
  • August 02, 2019

RECORDED WEBCAST

Kaestner: Do you know where your trust parties are?

View this RSM recorded webcast for an interactive discussion on how the Supreme Court’s decision will affect taxation of trusts.

  • July 24, 2019
U.S. Supreme Court denies Fielding petition after Kaestner

TAX ALERT

U.S. Supreme Court denies Fielding petition after Kaestner

High court allows Minnesota Supreme Court decision finding so-called “grantor-domicile” rule unconstitutional to stand.

  • Carol Warley, Brian Kirkell, Eric Manus
  • |
  • July 02, 2019
U.S. Supreme Court finds in-state beneficiary inadequate for trust tax

TAX ALERT

U.S. Supreme Court finds in-state beneficiary inadequate for trust tax

Highly-anticipated trust taxation case considers whether a state can tax a trust based on the residency of a beneficiary.

  • Alan Spigelman, Brian Kirkell, Mo Bell-Jacobs
  • |
  • June 21, 2019

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