GIFTS, estates and trusts 

Families rely on effective estate planning to minimize the generational tax burden and optimize the wealth they are able to pass along to future generations.

Practical yet creative solutions are the benchmark for this practice group.

Atchley & Associates, LLP brings diverse, extensive experience to this area, with partners and associates from a variety of backgrounds. We work with families from one generation to another. 

  • Tax and information returns, including Forms 706, 709 and 1041 
  • Accounting reports to estate and trust beneficiaries as well as to courts
  • Estate planning and projections prior to death
  • Representation before the IRS
  • After-death planning for survivors
  • Assistance in the distribution of assets of estate or funding of trusts
  • Guidance to executors and families regarding estate administration​