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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

INSIGHT ARTICLE

Regulations will confirm deductions for estates and non-grantor trusts

Confirming the view of many tax advisors, regulations will confirm deductibility of expenses incurred by estates and non-grantor trusts.

  • Rebecca Warren, Charlie Ratner
  • |
  • August 24, 2018
Implications of the 199A proposed regulations on planning with trusts

TAX ALERT

Implications of the 199A proposed regulations on planning with trusts

Good news and bad news…ESBTs qualify for the section 199A deduction but anti-abuse provisions would curtail use of multiple trusts.

  • Charlie Ratner, Rebecca Warren
  • |
  • August 10, 2018

INSIGHT ARTICLE

Regulations will confirm deductions for estates and non-grantor trusts

Confirming the view of many tax advisors, regulations will confirm deductibility of expenses incurred by estates and non-grantor trusts.

  • Charlie Ratner, Rebecca Warren
  • |
  • July 25, 2018

INSIGHT ARTICLE

Estate planning subsequent to the enactment of tax reform

Estate planning strategies to help minimize future estate, gift and generation-skipping taxes for estates in excess of the exemption.

  • Rebecca Warren
  • |
  • July 24, 2018

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