Estates and Trusts Group
Professionals in our Estates & Trusts Group devote over 95% of their time providing trustees, executors, business owners and other clients with tax planning & consulting services; business succession planning; formal & informal court accountings and fiduciary tax preparation services.
Here is a brief description of the services we provide:
Tax Planning & Consulting
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Estate Planning – Includes reviewing Wills and preparing written recommendations and computing tax projections. |
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Gifting – Includes developing & implementing charitable giving strategies and wealth transfer strategies to family members. |
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Fiduciary Income Tax Planning – Includes reviewing trust instrument & preparing written recommendations & opinions. |
Business Succession
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Recommendations regarding funding of buy-outs, including tax analysis of Buy/Sell agreements. |
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Analyze tax ramifications of proposed transfers. |
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Determine accurate valuation strategy of your business. |
Accounting
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Provide formal Surrogate Court accountings. |
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Prepare informal Trust & Estate accountings. |
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Determine beneficiary allocation |
Compliance
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Preparation of Federal & State Fiduciary Income Tax Returns. |
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Preparation of Gift Tax Returns & Estate Tax Returns. |
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Decedent's Final Tax Returns. |
Please feel free to contact Alan J. Pecora, CPA, JD at 585-697-9612 to learn more about our estate & trust services.
Alan is a senior tax manager in our tax department with more than 17 years experience in the estate & trust area. Alan joined Insero in 1999 after practicing with various law firms. He concentrated his law practice in the areas of Estate & Trust Administration & Tax law.
Alan holds a Bachelors degree in business administration with a concentration in accounting from St. Bonaventure University. He obtained his law degree from Seton Hall Law School. Alan is a certified public accountant in New York. He is a member of the Monroe County Bar Association, Trust & Estate Section. He is also a member of the Estate Planning Council of Rochester.
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