Rita Gayle Browne

Tailored estate planning to balance client goals, including preparing foundational documents, analyzing & implementing advanced gifting strategies for tax planning, and navigating complex family relationships & business structures

Administration of decedents' estates, including: coordinating probate & non-probate proceedings; preparing fiduciary accountings for variety of purposes; supervising distributions; advising fiduciaries on various transactions during administration

Trustee services, as an Independent Trustee or in support of current Trustee(s), including administration services (fiduciary accountings, distributions, compliance, etc.) and adapting trust instruments to changing legal landscapes & family needs

Preparing Estate & Gift Tax returns. Analyzing & advising on GST Tax implications for estate & trust administrations, and individual planning & gifting strategies