TAX & ADVISORY /

TRUST & ESTATE

Trust & Estate

We have many decades of experience helping clients navigate family wealth transfer, including smooth transitions to the next generation of management for closely-held businesses as well as bequests to community and charitable causes.

Why Choose Seiler?

  • Our solutions are holistic, integrating business, gift, estate and fiduciary tax planning on state, national and international levels. The aim is to preserve and grow your family’s legacy in a way that minimizes taxes and maximizes the value of giving.
  • We have a dedicated team. Our senior trust and estate practitioners have decades of experience working with multi-generational ultra-high-net-worth families, and our staff are carefully trained in the complexities of family dynamics, business succession, tax planning and philanthropic strategy.
  • Our expertise covers highly complex situations, whether it is foreign trust matters or the ever-changing regulation surrounding estate planning, we have the bench strength to advise.

Service Offerings

  • Trust and estate planning strategies
  • Estate, gift and fiduciary income tax return preparation
  • Trust accounting and administration
  • Charitable and philanthropic planning
  • Pre- and post-mortem estate administration