Trust services

In many situations it may be appropriate to create a trust in order to accomplish certain personal, estate, or charitable goals.

We at Adele Brady Bolson CPA PS may advise on certain aspects of trust creation, in coordination with your attorney, who must draft the will or trust document.

We’re also knowledgeable in preparation of the trust income tax returns, which can be complex and exceed the competence of some CPAs who have not worked much in this area. 

Please contact us for more information.