Estates & Trusts

Estates & Trusts

Estate & Trusts

Since its founding over 60 years ago, D'Arcangelo & Co., LLP has been known for its careful management of estates and trusts. Both time consuming and detail oriented, proper planning and stewardship requires strong experience to satisfy all affected parties. To assure accuracy and efficiency, our proven team approach typically includes the service of your attorney.

From establishment of the estate to routine review and analysis of its worth, we offer long-term relationships suited to your specific needs. Our approach is dynamic, adapting readily to the rapidly changing tax environment.

Services Include:

  • Business Succession
  • Charitable Planning
  • Estate Administration
  • Estate Liquidity & Distribution Analysis
  • Estate Planning
  • Family Limited Partnerships and LLCs
  • Federal and State Fiduciary Tax Return Preparation
  • Generation Skipping Transfers
  • Inter Vivos and Testamentary Trusts
  • Irrevocable Life Insurance Trusts
  • Lifetime Giving
  • Private Foundations
  • Retirement Planning and Distribution