Our professionals coordinate with our client's appropriately qualified attorney selected to draft such items as wills, life insurance trusts, testamentary and intervivos trusts which might be required to achieve our client's goals. In conjuction with the attorney, options such as marital and unified credit trusts, QTIP and QDOT provisions, guardianship of minors, trustee selection and retention of wealth within the family unit are thoroughly explored.

In developing retirement tax planning, we focus upon potential tax impact on liquidation and transfer of assets, including those between spouses and, eventually, to residual heirs.

DeFalco & Co. provides ongoing accounting and tax compliance services for estates and trusts, both at the federal and state level.