HELP FOR TRUSTEES
The trustee of a trust is the one with ultimate accountability for managing the trust for the beneficiaries. The trustee is also responsible to see that the tax returns are filed, taxes are paid and that any required accounting is provided to the beneficiaries. Gardner Estate & Trust, CPA will help by:
- Filing required tax returns
- Explaining tax elections and strategies available to reduce taxes
- Preparing accounting reports
- Reviewing the trust documents to help you understand and fulfill your responsibilities
- Assisting with funding and liquidation as needed