Clients meet with wealth management advisor

Trust & Estate Planning

Everyone has an estate and needs to plan for it. Baker Tilly’s trust, gift and estate professionals will coordinate a plan based on your objectives now and for the future.

Trust & Estate Planning

  1. Kristin Alinder

    Kristin Alinder

    CPA

    Director

  2. Amy Allen

    Amy Allen

    CPA

    Principal

  3. Kate Anderson

    Kate Anderson

    CPA

    Principal

  4. Steve Blatt

    Steven Blatt

    CPA

    Principal

  5. Baker Tilly Professional

    Norleen S. Bounds

    CPA

    Principal

  6. Nancy Brenner

    Nancy Brenner

    CPA

    Firm Director

  7. Scott Burack

    Scott Burack

    CPA, J.D., CFP®

    Director

  8. Duncan Campbell

    Duncan Campbell

    CPA

    Principal

  9. Kyle Crawford

    Kyle Crawford

    CPA

    Principal

  10. Heather Dwyer

    Heather Dwyer

    CPA

    Principal

  11. Adam Goehring

    Adam Goehring

    CPA, M.B.T., CEPA

    Principal

  12. William Grady

    William Grady

    J.D., CLU®, CFP®

    Principal

  13. Randi Jowers

    Randi Jowers

    CPA

    Principal

  14. Michael Kehoe

    Michael Kehoe

    CPA

    Principal

  15. Jennifer A. King

    Jennifer A. King

    CPA, J.D.

    Principal

  16. Karri Lapin

    Karri Lapin

    CPA, J.D.

    Principal

  17. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Principal

  18. Michael Lum

    Michael Lum

    Director, J.D.

  19. Jerry Mahan

    CPA, MBA

    Principal

  20. Jill A. Martin

    Jill A. Martin

    CPA

    Principal

  21. Kelly Nelson

    Kelly Nelson

    CPA

    Principal

  22. Melinda Nelson

    Melinda Nelson

    CPA

    Principal

  23. Alicia On

    Alicia On

    CPA

    Director

  24. Charles Piazza

    Charles Piazza

    CPA

    Principal

  25. Susan Queary

    Susan Queary

    MAcc, CPA

    Principal

  26. Randi A. Schuster

    Randi Schuster

    J.D., LL.M.

    Principal

  27. Yvonne To

    Yvonne To

    CPA

    Director

  28. Marianna Willey

    Marianna Willey

    MST, CPA

    Principal

  29. Sylvia Wu

    Sylvia Wu

    CPA

    Principal

As you make decisions to ensure your estate plan accomplishes your objectives, Baker Tilly can be your guide.

Our professionals will work with you and your advisors to clarify your goals and objectives. Then, we will identify solutions, design a plan and implementation timeline, prepare for taxes, and more.

Our trust, gift and estate services

  • Wealth transfer economic and tax analysis
  • Financial planning, including cash flow analysis
  • Lifetime transfer planning
  • Charitable giving and foundation planning
  • Estate management and distribution planning
  • Multistate estate planning
  • International estate planning
  • Asset protection planning
  • Valuation services
  • Trust planning

Everyone needs an estate plan. Why?

Your estate makes up everything that you own or have an interest in. For example, bank or brokerage accounts, residences, physical assets, etc. are all part of your estate.

Proactively creating a plan can ensure that these assets are distributed how you wish versus how a statute defines. If you don’t plan ahead, “Uncle Sam” or your state of residence may become your heir.

In New York, if a decedent has a spouse and children, the spouse inherits $50,000 plus half of the estate value and the children inherit the balance – outright. To avoid this, couples can draft a will and create trusts to make use of federal and state lifetime exemptions and protect their assets for the surviving spouse and children.

Your will should be an integral part of your estate plan and helps to outline to whom your wealth should be transferred.

Where should you begin?

Start by putting together a list of all your assets and to whom you’d like to leave your assets to. From there, consult our professionals as well as a lawyer or any other advisors that you currently work with. We’ll work side-by-side to ensure your assets are protected and your estate is properly planned.

“Our professionals aren’t afraid to suggest forward-thinking strategies that will best suit you and your family. Our number one goal is to ensure your loved ones are taken care of in the way you intended.”
Randi Schuster, Principal
Randi A. Schuster

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.