Boutin Jones INC., Attorneys at Law

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Estate and Gift Tax Services

The Basics

We advise executors and trustees in preparing and filing federal estate tax returns, and individuals in preparing and filing federal gift tax returns. Our estate and gift tax services include:

  • Preparing Estate Tax Returns
  • Making Use of Available Estate Tax Elections (i.e., Special Use Valuation, Six Month Alternate Valuation Date, and Deferred Payment of Estate Taxes)
  • Use of Valuation Discounts
  • Use of Graegin Loans to Finance Payment of Estate Taxes
  • Preparing Gift Tax Returns
  • Reporting Non-Gift Sales of Assets
  • Handling Estate and Gift Tax Audit Controversies