Probate & Trust Taxation Issues

Probate & Trust Taxation

Jostock & Jostock, P.A. regularly works with our clients, their accountants and other advisors in preparing and reviewing fiduciary income tax, gift tax and estate tax returns for individuals and trusts that they have created.

How does Probate Trust Work?

Our firm helps clients formulate and implement effective tax strategies, including advising clients on disclaimers, distributions and other post-mortem planning opportunities. We also advise clients regarding contested tax matters and, when tax disputes arise, represent them in audits and before taxing authorities. Our firm has extensive experience representing clients in court in matters involving contested interests and in IRS administrative proceedings involving the determination or assessment of taxes, questions as to the taxable value of closely held businesses, real estate, artwork and other unique assets.