Gift, Trust, & Estate Planning
Protect what you’ve built. Preserve it. Pass it on. Our wealth and estate professionals help safeguard your assets through thoughtful, compliant strategies designed to protect, preserve, and transfer wealth in alignment with what matters most to you.
Through innovative tax and estate planning, we focus on building wealth and keeping it. Working closely with your legal counsel and other advisors, our CPAs design and implement strategies that support long-term security, charitable goals, and a smooth transition of assets to individuals and institutions you care about.
Our Approach
Goal-Driven Planning
We start by identifying and prioritizing your personal, financial, and estate objectives—or reviewing existing plans to ensure they remain optimized as circumstances change.
Tax-Efficient Wealth Preservation
Our team applies current tax regulations to implement strategies that minimize tax exposure while protecting and preserving your assets over time.
Thoughtful Wealth Transfer
We help structure trusts, partnerships, and gifting strategies that provide continued income, support charitable interests, and ensure your legacy is transferred efficiently and intentionally.
Ongoing Collaboration & Oversight
By coordinating with your attorneys and advisors, we provide proactive guidance and ongoing support to adapt your plan as life, laws, and goals evolve.
Fiduciary Accounting
Fiduciary accounting services provide accurate, compliant financial reporting for trusts, estates, and other fiduciary arrangements. Lumsden McCormick supports fiduciaries by maintaining detailed records, preparing required accountings, and ensuring reporting aligns with governing documents and applicable regulations, helping trustees and executors fulfil their responsibilities.
Latest Insight
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]
