Primary Contact: Melanie M. LaSota
Succession planning is a continuing process—not just an issue that exists in the future. Plan now for this most important contingency. We’ll guide you through the necessary steps.
Schneider Downs’ succession planning professionals will:
- Review your current estate planning documents
- Calculate estate taxes according to your financial information
- Determine sufficient liquidity for estate tax payments
- Perform an insurance review
- Develop estate preservation strategies and assist in implementation
Schneider Down’s estate planning professionals will prepare:
- Federal and state death tax returns
- Necessary fiduciary and individual income tax returns
- Gathering assets
- Determining distributions
Our team of estate planning professionals have a history of success in representing clients before the taxing authorities in the event of a death tax return challenge.
Curious about the origin of the estate tax? Learn more in our History of the Estate Tax Infographic.