Trusts & Estates

Hertz Herson provides comprehensive personal services for estate planning. We coordinate with our client’s attorneys and financial advisors to collectively integrate the needs of financial planning.

Our trusts and estates services include:

  • Tax planning
  • Fiduciary accounting
  • Trust administration
  • Wealth transfer
  • Preparation of trust and estate tax returns
  • Preparation of gift tax returns
  • Preparation of private foundation tax returns
  • Preparation of charitable trust tax returns