Support Services for Estate & Trust Management

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Complete Tax Preparation Services for Individuals and Small Businesses

30 YEARS OF SERVICE TO THE LEGAL COMMUNITY
At Nupp Tax, Estate and Trust Administration is our specialty. For the last 30 years we have been working with attorneys to provide these services to their clients. We offer services over a broad spectrum in this area, from a brief review of an existing Trust Agreement and it's Tax Compliance issues, to an analysis of a complex overall estate plan. We have the expertise to work with a whole range of estate planning vehicles, from the traditional married couple's trusts or probate estates to irrevocable life insurance trusts, qualified personal residence trusts, and family limited partnerships. We have worked with attorneys, charities and clients in setting up charitable remainder trusts and using other charitable gifting techniques. Additionally, we bring extensive experience and insight to the area of postmortem tax planning; from dealing with interrelated income tax / estate tax issues and elections to analyzing the funding of various trusts.

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