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Trust and Estates

In the current regulatory environment, tax rules, governing trusts and estates are seemingly under constant review. Individuals and families looking to preserve their wealth and fulfill their philanthropic goals need an advisor who will take a proactive tax approach to their trust and estate management. CohnReznick's Trust and Estates Practice provides a broad range of services and experience to assist clients in all aspects of trust and estate planning. This includes the design, implementation, and ongoing administration of individualized plans aimed at minimizing the impact of gift, estate, and generation-skipping taxes. Our range of services includes:

  • Wealth transfer vehicles: As part of a comprehensive plan, we can establish and manage family limited partnerships, limited liability companies, grantor retained annuity trusts and charitable remainder annuity trusts.

  • Private foundations: We can establish and manage private foundations to oversee both family wealth and philanthropic giving. 

  • Valuation: Our Valuation and Transaction Advisory group can provide the accurate and sustainable valuations of businesses, real-estate holdings and other assets that trust and estate planning and management often require.
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Working With Us

Working With Us

What makes CohnReznick different from others in our profession? And what should our clients come to expect when working with us? The answer is The CohnReznick Advantage. Contact us to learn how we can out the CohnReznick Advantage to work for your business.


People

The value of an organization is determined by the skills and qualities of its leaders. With more than 280 partners serving clients nationwide, CohnReznick is renowned for the diverse experiences, knowledge and backgrounds of its leadership.

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Services

We align our services in three segments: Accounting and Assurance, Tax, and Advisory. This approach allows us to provide holistic solutions to complex business problems and to seize upon opportunities requiring an integrated approach.

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Industries

Accounting and tax issues different significantly based on an organization's industry. We provide clients with expertise in nearly two dozen industries – we know the opportunities, the obstacles, the competitive landscape.

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Insights

CohnReznick professionals are thought leaders in their industries. Clients benefit from relevant and timely economic, legislative and industry insights that can keep them a step ahead of competition.

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Global Reach

Our involvement in the Nexia International network of firms enables us assist our clients wherever they do business-providing local expertise and connections wherever they needed. Nexia is comprised of 20,000 professionals operating in over 100 countries.

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