Articles & Alerts

Anchin’s Trusts and Estates Market Update

March 26, 2014

Trust formation spiked in 2012, resulting in an increased need for formal (judicial) and informal accountings. The preparation of these formal (judicial) and informal accountings is a multifaceted process. Anchin’s Trusts and Estates Services Group provides expertise and in-depth knowledge essential to successfully prepare multistate judicial accountings.

Anchin’s industry experts and experienced staff work together with our clients’ advisors, attorneys and financial managers to ensure that the client is provided with superior service throughout the preparation process. In the case of a litigation, our experts in litigation support are thoroughly prepared to provide expert testimony and to support the clients’ position with knowledgeable, credible and objective analysis. We also help protect trustees from potential future litigation, helping them sleep better at night.

If you have clients that need this expertise, we encourage you to reach out to Anchin’s team: Mela Garber, Practice Leader of Anchin’s Trusts and Estates Services Group ([email protected]), Clarence Kehoe, Chair of Anchin’s Tax Department ([email protected]), or any members of our Trusts and Estates Services Group at 212.840.3456.