Estate, Trust & Gift Planning

Providing security for your heirs while reducing the tax due on business and asset transfers

A properly structured estate and trust plan provides you with peace of mind knowing that your spouse, children and business are taken care of and accounted for after you’re gone. The orderly transfer of your assets to beneficiaries should be accomplished in a way that provides security for your heirs. A solid plan should also accomplish your personal, charitable and philanthropic goals while reducing or eliminating tax burdens.

There are a wide variety of estate and gifting strategies and formats that have legal, tax, compliance and administrative consequences including:

  • Asset protection trusts
  • Charitable lead trusts
  • Charitable remainder trusts
  • Constructive trusts
  • Dynasty trusts
  • Generation-skipping trusts
  • Grantor retained annuity trusts
  • Intentionally defective income trusts
  • Irrevocable trusts
  • Life insurance trusts
  • Living trusts
  • Medicaid trusts
  • Private foundations
  • Qualified personal residence trusts
  • Revocable trusts
  • Special needs trusts
  • Spendthrift trusts
  • Tax by-pass trusts
  • Totten trusts
  • Trusts under wills

Estate, Trust & Gift Planning Solutions

Individuals, business owners, trustees, executors and other related parties look to us for tax planning and consulting services, business succession planning and fiduciary tax preparation services. Estate planning solutions include:

  • Estate & trust settlement guidance and planning
  • Federal estate & gift tax projections
  • Federal & state estate tax return preparation
  • Federal & state fiduciary income tax return preparation & projections
  • Financial statement preparation & related accounting services
  • Representation before the IRS on examination issues



“I greatly appreciate my Adams Brown advisor and value the team’s expertise. They’re my go-to CPA firm! They’re always willing to help me when I call with items big or small.  In the trust world, things can fall into our laps quickly, and Adams Brown is always willing to help deliver a solution.”

Nicole Easton – The Trust Company of Kansas, Wichita, KS


Industry Specializations for Business Owners Needing Estate, Trust & Gift Planning