Estate and Trust

Wallace, Plese + Dreher (WP+D) provides comprehensive tax planning and consulting to individuals, trusts and estates, and private foundations. Specializing in estate and trust tax planning, our focus is helping individuals and families avoid probate by evaluating estate-planning documents, titling of assets, trusts designations and beneficiaries, and asset valuations. Our estate and trust team includes certified public accountants (CPAs), certified financial planners (CFPs), and personal financial specialist (PFS) with extensive experience.
Many of our clients have experienced a life-changing circumstance in their lifetime such as marriage, divorce, birth of a child, or death of a loved one. We assist individuals and families in pre- and post-planning by providing advice in gifting techniques and related strategies.
In conjunction with legal and financial advisers, we ensure wills, trusts, and health care documents are properly in place. For pre- and post-mortem planning options relating to family members and beneficiaries, we review beneficiary designations on life insurance, annuities, and retirement accounts. With high income rates on trust returns, we assist trustees and family members in determining the best time to make distributions from trusts.
As a full-service accounting firm, we offer a variety of services, including:
+ Annual gifting strategies
+ Estate and gift tax planning
+ Estate and gift tax returns
+ Foreign trusts
+ Charitable gifting
+ Charitable lead annuity trust
+ Charitable remainder trust
+ Family foundations
+ Family limited partnerships
+ Personal net worth statements
+ Tax savings strategies
+ Guardianship and conservatorship
+ Generation skipping transfer trust
+ Judicial court accountings
+ Legacy planning
+ Grantor retained trust
+ Grantor retained income trust
+ Qualified personal residence trust (QPRT)
+ Qualified subchapter S Trust (QSST)
+ Trust disposition flow-charting
+ Trust accountings
+ Trust formations
To discuss your situation, contact one of our professionals listed below.
Steven Forrest Buel, CPA
Christopher T. Coots, CPA, PFS™, J.D.
William G. “Jerry” Miles, CPA, CFP
Anthony J. Plese, CPA