Estate & Trust Tax Planning

At Copetti & Co we understand that estate planning is an essential part of wealth management. Our experience and professionalism is essential especially if your estate involves significant assets or complex issues. Proper estate planning can eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. For business owners, providing for business continuity and succession of ownership is essential part of overall strategic planning.


Copetti & Co we will guide you through the complex process of getting your financial affairs in order and lend our expertise in the following areas:


  • Business Succession Planning
  • Trust and Estate Taxation
  • Estate Plans
  • Deceased Taxpayer Tax Filings
  • Post Mortem Tax and Estate Planning