Estate and Trust Administration

BeachFleischman CPAs provides estate and trust guidance throughout Phoenix and Tucson Arizona (AZ) and nationally. We lend the expertise when you need it most, during times of need and uncertainty. You may need our services upon the death of a family member or individual, when income needs to be allocated to pre and post death; when revocable trusts become irrevocable due to the death of a grantor; when existing trusts terminate or change beneficiaries with the passing of the current beneficiary; when fiduciary income and estate tax returns are required to be filed.

Estate and Trust Administration Services

Trust administration provides a number of services. With regards to estates, we will guide the survivor(s), trustee(s), and/or appointed representative(s) in administering an estate.

  • We will prepare the listing of estate assets and assist in obtaining the fair market values of those assets.
  • We will determine whether an estate tax return (Form 706) is required based on the value of the gross assets or warranted to elect portability for a surviving spouse and will prepare that return.
  • We assist in the funding of subtrusts created via Last Will and Testament or by a living revocable trust upon the death of the decedent.
  • We provide compliance services by preparing the estate fiduciary income tax returns and tax elections.
  • Where requested or required, we will prepare court accountings reporting the assets and activity for a given period of time. For trusts, we will assist in determining the terms and how the trust should be administered, i.e. distributions, calculations of required distributions, termination, and trustee(s) duties.

BeachFleischman has a dedicated Trust and Estate Department with CPAs who are experts in their field and who are known in the community for their expertise. We complete over 600 trust returns (Form 1041) on behalf of clients every year and we do 5 to 10 estate tax returns (Form 706) annually. Several of our CPAs are members of the Southern Arizona Estate Planning Council and the Central Arizona Estate Planning Council and attend national estate planning forums.

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