Estates & Trusts

We know that you have worked hard for your assets and wealth. Thoughtful gift tax and estate planning can create significant short- and long-term value for families — allocating existing assets today while maximizing their worth for years to come.

At Prager Metis we understand how important the right estate and trust plan is to you and your loved ones and we also understand the value of discretion, continuity and security. We will work with you on all aspects of your estate and trust plan including comprehensive planning, establishment, implementation, administration, and advisory services, as well as management of monetary affairs, assets, and trusts.

Business succession
Defective grantor trusts

Establishment of estates and trusts
Family limited partnerships

Federal and state returns for estate tax, gift tax, and fiduciary income tax
Judicial and informal fiduciary accountings

Pension and IRA distributions
Postmortem planning and entity termination

Qualified domestic trusts (QDOTs)
Qualified terminable interest properties (QTIPs)