Trusts and Estates

The licensed professionals at bci|cpa have proficiency and experience in the areas of trust and estate tax planning. Our knowledgeable tax team can assist you with implementing tax planning strategies that are essential for establishing and maintaining a long term estate plan. In addition, the tax associates at bci|cpa are skilled in preparing all of the various types of gift and estate tax returns. Our specific areas of focus include charitable remainder trusts, charitable lead trusts, family limited partnerships, irrevocable trusts, private foundations, intentionally defective grantor trusts and grantor retained annuity trusts, amongst others. We work closely with clients in the structuring of newly created trusts, the preparation of federal and state estate tax returns, and other all estate tax matters.

If you are a business owner or an individual looking for trust and estate tax planning services, the licensed tax experts at bci|cpa will provide you with the competence and knowledge that you expect. Call us today at (949) 266-3040 or email us at to let us assist you with your trust and estate tax planning responsibilities.