Meisser & Seales, LLP provides a wide range of services to individuals and businesses in a variety of industries. At Meisser & Seales, LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
- Benefits of gifting
- Advising on trust creation
- Determine asset allocation
- Communication with attorneys
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Estate and Trust Administration
An executor or trustee may find themselves in unfamiliar territory. In California, it is the trustee’s duty to report information and account to beneficiaries. We advise and assist executors and trustees in fulfilling their duties to keep beneficiaries informed. We provide estate and trust accounting as needed.
- Prepare reports of information about the assets, liabilities, receipts, and disbursements of the trust and the acts of the trustee
- Prepare estate tax returns
- Prepare trust tax returns
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