Trusts & Estates

Trusts & Estates

Specialized Focus

Dermody, Burke & Brown has been providing trust & estate accounting, tax and administration advisory services to a wide variety of clients since 1956. We know that trusts & estates have unique needs. It is because of these special needs that we have developed a team of professionals who specialize in serving trustees & executors. With our team approach and commitment to client service, you can be assured of quality and timeliness in the services we perform for you.

Informed Advice

Our long experience working with trusts & estates has resulted in an in-depth knowledge of the issues and challenges facing such legal entities. The significant and rapidly changing rules affecting trusts & estates require the constant attention to detail that DB&B provides to our clients. We can help you navigate the many tax regulations and court requirements, which can be overwhelming and seem to change on a daily basis.

National Resources, Hometown Touch

As a member of Allinial Global, we can offer our clients the level of resources and technical support usually found only in national firms. Allinial provides us with a forum in which its membership quickly responds to technical questions, resource, and personnel, should any out-of-the ordinary issues arise.

Services Provided

  • Fiduciary Accounting for State Courts
    • Trusts and Estates
    • Guardianships
  • Tax Services
    • Estate Tax Return Preparation and Filing
    • Fiduciary Income Tax Return Preparation and Filing
    • Individual Income Tax Return Preparation and Filing
    • Gift/Generation Skipping Transfer Tax Return Preparation and Filing
    • Compliance with IRS and State Rules and Regulations
  • Trust and Estate Advisory Services
    • Estate Tax Planning
    • Maximization of Deductions for Trusts/Estates
    • Assistance with Trust/Estate Administration¬†
    • Coordination of Trust and Estate Settlements
    • Calculations for the Establishment of Testamentary Trusts
    • Gift & Generation Skipping Transfer Tax Planning
    • Calculation of Statutory Fiduciary Fees