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Trusts, Estates and Foundations

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Our specialized trust, estate and foundations team works closely with our clients – and their families, investment advisors and attorneys – to provide a range of services for the administration of trusts, estates and foundations.

The Ennis Pellum CPAs team provides advice and representation on federal and state estate, gift and income tax issues that affect the estate, trust or foundation, its beneficiaries and fiduciaries.

We prepare all the individual tax return services for estates, trusts and foundations as well as any required trust accountings for trustees to provide to beneficiaries. Additionally, we provide ideas for planning lifetime gifts, charitable goals and cash flow optimization. Examples of our estate, trust and foundation services include:
  • Preparation of federal estate, trust and foundation tax returns and applicable state inheritance/estate tax returns.
  • Preparation of judicial and non-judicial fiduciary accountings for trustees to provide to beneficiaries of estates, trusts and foundations.
  • Preparation of federal and state fiduciary income tax returns for trusts, estates and foundations, including tax planning to minimize income taxes. 
  • Collaborating with attorneys, executors, trustees and beneficiaries to minimize estate tax and income tax.
  • Preparation of federal and state gift tax returns.
  • Preparation of federal estate tax returns and applicable state inheritance/estate tax returns.
  • Preparation of federal and state Charitable Trust Information returns.

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