Estate, Trust and Succession Planning

Preserving wealth within and between generations.

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:

Monitor your current estate planning documents

Analyze and provide liquidity solutions to pay estate taxes and other obligations

Review life insurance portfolios

Advise on the distribution of assets

Develop and implement estate preservation strategies

Demystify generation-skipping tax and multi-generational gifting

Coordinate asset titling

Prepare and file:

  • Fiduciary (Trust)
  • Gift
  • Estate
  • Death Tax
  • Split-Interest
  • Foreign Trust

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

contactsd@schneiderdowns.com
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

contactsd@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102