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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.
Exploring ways to incorporate qualified opportunity fund investments into your overall estate and gift tax plan.
View this RSM recorded webcast for an interactive discussion on how the Supreme Court’s decision will affect taxation of trusts.
High court allows Minnesota Supreme Court decision finding so-called “grantor-domicile” rule unconstitutional to stand.
Highly-anticipated trust taxation case considers whether a state can tax a trust based on the residency of a beneficiary.
UPCOMING RSM TAX EVENTS
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