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