Shaping and Guiding Your Financial Decisions

Estate Planning

ATSCPA takes a holistic approach to identifying and solving the complex financial and family issues involved in preserving, maximizing, and transferring wealth among generations. No single solution works for all clients. We consider all options, which often include concepts such as these:

  • Asset protection, including the structuring of trusts and other entities
  • Use of family-controlled entities
  • Multiple-generation planning
  • Sophisticated planning techniques, including leveraged wealth transfer and preservation vehicles
  • Business-succession planning
  • Evaluation of private-placement life insurance alternatives

Fiduciary Consulting Services

ATSCPA provides comprehensive trust and fiduciary compliance and consulting services to institutions, families, and individuals. We offer the following services, among others, related to estate administration:

  • Complying with estate tax regulations
  • Counseling fiduciaries on all administration and tax matters
  • Dealing with tax-sensitive assets
  • Auditing fiduciary-controlled assets or trusts
Estate Planning Questionnaire

Click the link above to open the questionnaire; right-click to download it.