partnerships and estates
We prepare all federal, state and local tax returns and represent businesses and individuals before the Internal Revenue Service and other taxing authorities as necessary.
- Tax Planning for individuals, corporations, partnerships, and estates
- Structuring of mergers, sales and acquisitions
- Estate Planning
Lund & Guttry can assist clients with administration of trusts, conservatorships and probate matters.
- Preparation of trust, conservatorship, and probate accounting in a format accepted by California courts, and suitable for reporting to beneficiaries
- Assistance to trustees with allocation of assets from a living trust to new sub trusts created because of a death
- Referral to estate and trust attorneys
- Assistance with hiring appraisers
- Communication with securities brokers and financial planners