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Trust Allocations

      We prepare allocations of assets to the various trusts created upon the death of a taxpayer. These allocations are the result of the estate planning process and are critical to the proper administration of the estate plan. Failure  to properly allocate the assets of the estate/trust could result in significant  negative tax impacts. We work closely with our clients in allocating and maintaining the allocations to such entities as the Survivor's Trust, Exemption  Trust, and Marital Trusts. This service can also include trust accountings prepared for beneficiaries and other entities.