Estate, Trust and Succession Planning

Estate planning is an ongoing and complex process that requires expertise and coordination. Schneider Downs is uniquely positioned with a diverse team of credentialed professionals, including CPAs, CFPs, LLMs, MBAs, JDs, and non-practicing attorneys who are committed to comprehensive service. From business entity succession planning to estate administration, Schneider Downs professionals can synthesize the most complex financial situations to develop an effective, customized, tax-efficient estate and succession plan.

Services We Provide and Coordinate Include:

Estate and Succession Planning

• Analyze Current Estate Planning Documents
• Calculate Death Taxes and Liquidity
• Gifting Design and Consultation
• Trust Design and Consultation
• Insurance Planning
• Family Tuition and Medical Plan Design
• Entity Succession Planning
• Compliance (Trust Returns, Gift Returns, Estate and Inheritance Tax Returns)

Estate Administration Process

• Federal and State Death Tax Returns
• Estate and Fiduciary Income Tax Returns
• Estate and Trust Accountings
• Assist in gathering assets and determining distributions

Death Tax Return Challenges

Our team of estate planning professionals have a history of success in representing clients before the taxing authorities in the event of a death tax return challenge.

Curious about the origin of the estate tax? Learn more in our History of the Estate Tax Infographic.

Schneider Downs & Co., Inc. is not a law firm and does not provide legal services. In furtherance of the estate planning services provided, it may be necessary to retain legal counsel.

Tax and legacy planning services are offered through Schneider Downs & Co., Inc. Investment and asset management services are provided through Schneider Downs Wealth Management Advisors, LP. Each service may require you to sign a separate engagement agreement that will outline the services to be provided and the respective fees.