What estate, trust, and gift tax services does Yeo & Yeo provide?

Yeo & Yeo provides a comprehensive range of estate, trust, and gift tax planning and compliance services including estate tax planning and Federal Form 706 preparation, trust tax planning and income tax return preparation for all trust types, gift tax planning and Federal Form 709 preparation, business interest transfer planning using advanced techniques such as family limited partnerships and intentionally defective grantor trusts, charitable giving and philanthropy planning, and generation-skipping transfer tax planning and compliance. Our advisors work alongside your estate planning attorney and wealth management team to deliver a fully coordinated strategy that reflects your legacy goals and minimizes the tax burden on the wealth you transfer.