Save more to give more with Grassi’s estate and gift tax strategies

Grassi’s Trust & Estate professionals are dedicated to finding every opportunity to reduce your estate’s tax obligations, now and in the future. Our tax specialists help you maximize estate value, minimize taxable income under current lifetime exemptions and develop a long-term wealth and gifting plan tailored to your unique circumstances and family goals.

Protecting your assets through every stage of life, our team provides guidance on the income taxation of your trusts and estate and ensures compliance with all federal, state and local tax regulations.

Our Trust and Estate professionals can coordinate the preparation and filing of all gift, estate, and generation-skipping tax returns, as well as domestic and offshore fiduciary income tax returns. Leveraging the expertise of our Valuation services group, we can accurately assess the value of your business and other assets for optimal estate and gift tax planning.