Dawn Hampsey, CPA : Estate & Trust Income Tax Returns

Estate and Trust income tax returns

Income tax returns for estates (not the estate tax returns)
Education for executors on whole process
Collaboration with estate attorney as needed
Planning clients that will be future executors
Planning for clients to ease work of their future executor

Trust Income taxes.

Trust Form 1041 prepared
Simple Trusts or Complex Trusts
Revocable vs Irrevocable
Planning/Education for clients with their trust overview
Collaboration with attorney’s creating trust documents
Medicaid trusts/living trusts/special needs trusts

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