The complexity of laws and regulations governing trusts and estates is ever increasing requiring you to work with experienced advisors who can communicate the practical application of the law coupled with an understanding of its financial impact to your current situation as well as your estate.

Our services include:  designing, maintaining, and administering your customized plan

  • Consulting related to wealth transfer strategies, including the use of family LLC's, grantor retained annuity trusts (GRATs), intentionally defective grantor trusts (IDGTs), and other trust vehicles.
  • Preparing financial projections and analysis to ensure allocation to beneficiaries are in accordance with your estate plan.
  • Tax planning, analysis, and consultations related to use of a family foundation; use of charitable reminder unitrusts (CRUTs); and charitable lead annuity trusts (CLATs).

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Toole Katz & Roemersma, LLP
1911 N. Fort Myer Dr., Suite 600, Arlington, VA 22209
T: (703) 248-9200 E: lauren.gold@tkrcpas.com
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