The attorneys of Cederborg & Bret LLP represent individuals and fiduciaries in connection with all aspects of estate planning and trust administration, including advice regarding the income taxation of estates, trusts, and beneficiaries; estate, gift, private foundation tax matters; the use of charitable-giving techniques to implement estate plans of clients; and complex tax and other problems involving estates, trusts, and beneficiaries.
We routinely advise clients regarding issues related to:
- Gift taxation
- Estate taxation
- Income taxation – individuals, trusts, estates, charitable trusts & foundations
- Step-up in basis for capital gains tax purposes
- Charitable giving and charitable planning
Thomas Bret is a Certified Public Accountant, Certified Financial Planner Certificant and attorney, and draws upon this experience in formulating advanced estate planning strategies or when serving as an Independent Trustee of a trust. Unlike many estate planning firms who must refer the preparation of tax returns to an accountant for preparation, we prepare gift tax returns, estate tax returns and fiduciary income tax returns on behalf of our clients. We are also able to represent our clients in tax controversies, including representation related to IRS and state estate, gift, and income tax controversies.
If you need assistance with an estate planning or taxation issue, contact the attorneys at Cederborg & Bret by e-mail, or call 925-947-1370 to schedule a complimentary consultation.