At J.H. Cohn, our goal is to help clients protect their assets, manage their family wealth, and ultimately achieve their wealth-transfer goals. We are also committed to assisting our clients with the complex responsibilities often associated with the administration of trusts and estates.
Estate and Wealth Preservation Planning
J.H. Cohn’s Trust and Estate Practice provides a broad range of services and expertise to assist clients in all aspects of trust and estate planning, including the design, implementation, and ongoing administration of individualized plans aimed at minimizing the impact of gift, estate, and generation-skipping taxes. These plans often incorporate sophisticated strategies to achieve asset protection, business succession, wealth transfer, and wealth preservation goals, such as:
Family Limited Partnerships (FLPs)
Limited Liability Companies (LLCs)
Grantor Retained Annuity Trusts (GRATs)
Charitable Remainder Annuity Trusts (CRATs)
We have a dedicated team of highly trained and experienced professionals who are known for their personal service, sound advice, and expertise with trust and estate planning and administration. When appropriate, we also draw on other experts within the Firm for assistance in critical areas such as litigation support, business valuation, and wealth management. We are proud of our ability to serve clients in this area with a variety of specialized planning services including:
- Asset protection
- Business succession
- Charitable gift giving
- Estate and Trust planning
- Individual Retirement Account (IRA) and qualified plan distributions
- Private foundations
- Sophisticated wealth preservation transfer strategies
- Tax minimization strategies
Trust and Estate Administration
J.H. Cohn’s Trust and Estate Practice also provides a broad spectrum of services to assist clients in all aspects of trust and estate administration. Our trust and estate administration services include:
- Litigation support for trust and estate matters
- Post-mortem planning to minimize income and estate taxes
- Preparation of fiduciary accountings for trusts and estates
- Tax return preparation, including Federal estate tax returns, applicable state inheritance/estate tax returns and fiduciary income-tax returns
- Valuation of closely held business interests
A Confidential Approach We recognize the sensitive nature of trust and estate matters and, as such, we are respectful of the need for privacy and confidentiality. Our promise is to provide the recommendations and technical expertise required by each client’s unique situation with an emphasis on personal service and attention. This philosophy has been the hallmark of our business for over 90 years.