Trusts & Estates

Our Trust & Estates team includes attorneys, tax and valuation professionals. We work together with law firms, investment advisors and trustees to help the family protect and preserve its wealth. Our experienced, trustworthy team of advisors knows how to properly handle the unique needs of high-net-worth clients.

Tax services

  • Federal income tax
  • State and local income tax
  • Estate and inheritance tax
  • Tax and Distribution planning

Consulting

  • Use of gift and generation skipping transfer exemptions
  • Discount planning
  • Estate administration and distribution assistance
  • Review and analysis of existing will and trust documents
  • Estate liquidity analysis
  • Distribution planning for qualified retirement accounts

Related Services

Wealth Management ServicesTrusts & Estates

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

request guide

Close
Forward Thinking
Forward Thinking