Marcum LLP is a founding member of The Leading Edge Alliance, an international professional association of independently-owned accounting and consulting firms.Learn More >>
Experienced We combine the resources and technology available at the largest, national firms to deliver the best of both worlds for our clients and employees.
Students Marcum offers an environment that encourages new beginnings and stretches the untapped potential within.
Culture At Marcum we want you to reap the rewards of a culture that promotes daily values and cultivates success.
Recruiting Calendar Marcum is actively involved with several colleges and universities.
Marcum LLP's Trusts & Estates Group handles all aspects of estate and gift planning, trust and estate administration and trust, estate and gift tax compliance. Our expert team of professionals develop strategic plans to preserve assets for the financial security of our clients and their families.
Our Estate and Gift Planning Services Include:
Development and design of estate plans to reduce estate and gift taxes while maximizing family wealth
Development of family-gift-giving programs
Creation and implementation of business succession plans
Development of testamentary plans to minimize taxes while preserving the desired testamentary inheritance scheme
Creation of strategies for using inter-vivos trusts
Design and implementation of charitable-giving strategies to minimize estate, gift and income taxes
Planning for Individual Retirement Accounts (IRAs) and qualified plan distributions to maximize family wealth and minimize taxes
Preparation of business valuations to be utilized in effectuating lifetime gifts to minimize estate and gift taxes
Assisting clients in identifying long-term care and life insurance needs and implementing solutions
Preparation of judicial and non-judicial fiduciary accountings
Post-mortem planning; including use of disclaimers, redemption of shares of closely-held businesses, and allocation of generation-skipping transfer tax exemption
Working with attorneys, executors, trustees and beneficiaries to minimize gift, estate and income taxes
Assist executors in navigating through the estate administration process from beginning to end including marshalling the assets, obtaining appropriate appraisals and distribution of the assets of the estate in accordance with the decedent’s will/trust
Assist beneficiaries in resolving family disputes regarding inherited or inheritable assets
Valuation of closely-held business interests to minimize gift and estate taxes
