Estates and Trusts

Ross & Moncure has had a longstanding focus on intergenerational tax planning, working with sets of grandparents, parents and children to achieve financial objectives.

We can help you to arrange and distribute your assets in a tax-efficient manner while you are still alive to enjoy them with your heirs. In addition, the final disposal of your assets should not be left to chance, and it is never too early to start drafting wealth transfer plans. Each family’s situation is different, and no single solution works equally well for everyone. We take an individualized approach to structuring and executing estate plans that will ensure that your assets are dispersed according to your wishes while minimizing the tax burden.

In addition to helping with the planning process, we also stand ready to create entities on your behalf and to prepare any and all necessary court accounting and tax returns.

The firm’s consultants prepare:

  • Annual court accounting
  • Form 1041 – US Income Tax Return for Estates and Trusts
  • Form 706 – United States Estate (and Generation-Skipping Transfer) Tax Return
  • Form 709 – United States Gift (and Generation-Skipping Transfer) Tax Return
  • Form 3520 – Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

Principal consultants: Alice Orzechowski, Richard Turnure, Brian D. Davis