Succession & Estate Advisory, LLC

"The greatest gift you can ever make to a loved one is….peace of mind"

Succession & Estate Advisory (SEA) specializes in providing comprehensive services related to trusts, gifts estate tax planning, tax compliance and administration. With over 30 years of experience, we assist individuals and families, along with their trusted advisors in navigating the complex landscape of wealth transfer.

What we do

Assist in the review, creation, calculation and management of gift and estate plans using such techniques as:

GRAT: Grantor Retained Annuity Trust
QPRT: Qualified Personal Residence Trust
CRAT: Charitable Remainder Annuity Trust
CRUT: Charitable Remainder Uni Trust
ILIT: Irrevocable Life Insurance Trust
IDGT: Intentionally Defective Grantor Trust
Family Limited Partnerships
Valuation Discounts

Fiduciary Accountings

Prepare and review Fiduciary Accountings for the following:

Estates
Trusts
Charitable Trusts
Guardianships
Estate and Trust Litigation
New York Attorney General

Prepare and review trust and estate fiduciary income tax returns
Prepare and review gift tax returns
Prepare and review estate tax returns.

Who we work with

Trust and Estate Attorneys

Financial Advisors

Accountants

Trustees and Executors

High net-worth families & individuals

Family Offices

Contact Us

Succession & Estate Advisory, LLC

663 Barnard Avenue
Woodmere, NY 11598
516.528.2014

Email: [email protected]