OVERVIEW AND EXPERIENCE
We assist with counseling clients that have complicated family situations, including charitable planning; along with preparing and filing estate and gift tax returns. Our estate tax consultants help with your asset protection and provide continuity for the surviving spouse and future generations with a deep knowledge of generation skipping tax, probate issues, compliance issues for estates and trusts, gift reporting, and related specialized areas involved in wills and estate planning. We assist with:
- Qualified personal residence trusts
- Family limited partnerships
- Irrevocable life insurance trusts
- Best utilization of unified credit equivalency
- Generation skipping trusts
- Intentionally defective grantor trusts
- Intra-family sales, transfers and loans
- Grantor retained annuity trusts and unitrusts
- Limited term grantor retained annuity trusts
- Maximizing benefit of gifting
- Advanced charitable planning - Remainder and lead trusts
- Private foundations
- Special needs planning
OUR PROFESSIONALS
STEPHEN F. WOLF
Office Managing Partner, Columbia, UHY LLP
Managing Director, UHY Advisors
STEPHEN F. WOLF
Office Managing Partner, Columbia, UHY LLP
Managing Director, UHY Advisors
RALPH ZERBONIA
Principal, UHY Advisors
DENNIS LAPORTE
Partner, UHY LLP
Managing Director, UHY Advisors
DENNIS LAPORTE
Partner, UHY LLP
Managing Director, UHY Advisors
PAMELA MOSIELLO
Partner, UHY LLP
Managing Director, UHY Advisors
PAMELA MOSIELLO
Partner, UHY LLP
Managing Director, UHY Advisors
MARK CRONIN
Principal, UHY Advisors
TODD BENSLEY
Partner, UHY LLP
Managing Director, UHY Advisors
TODD BENSLEY
Partner, UHY LLP
Managing Director, UHY Advisors
EMILY UPPLEGER
Principal, UHY Advisors
DONNA FRYE
Director of Transfer Pricing, UHY Advisors
JEAN HOWE LOSSI
Principal, UHY Advisors
MICHAEL LANDERS
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL LANDERS
Partner, UHY LLP
Managing Director, UHY Advisors
KERRY GARNER
Managing Director, UHY Advisors
DENISE PISCIOTTA
Partner, UHY LLP
Managing Director, UHY Advisors
DENISE PISCIOTTA
Partner, UHY LLP
Managing Director, UHY Advisors
STANLEY HOLZMAN
Principal, UHY Advisors
JAMES DANIELS
Partner, UHY LLP
Managing Director, UHY Advisors
JAMES DANIELS
Partner, UHY LLP
Managing Director, UHY Advisors
MICHELE BROWN
Principal, UHY Advisors
ANTHONY FRABOTTA
Partner, UHY LLP
Chairman Emeritus, UHY Advisors
ANTHONY FRABOTTA
Partner, UHY LLP
Chairman Emeritus, UHY Advisors
A. MICHAEL BUCCI
Partner, UHY LLP
Managing Director, UHY Advisors
A. MICHAEL BUCCI
Partner, UHY LLP
Managing Director, UHY Advisors
ROY GEISER
Partner, UHY LLP
Managing Director, UHY Advisors
ROY GEISER
Partner, UHY LLP
Managing Director, UHY Advisors
ALISON DUNLEAVY
Principal, UHY Advisors
WILLIAM KINGSLEY
Partner, UHY LLP
Managing Director, UHY Advisors
WILLIAM KINGSLEY
Partner, UHY LLP
Managing Director, UHY Advisors
CHUCK SOCKETT
Partner, UHY LLP
Managing Director, UHY Advisors
CHUCK SOCKETT
Partner, UHY LLP
Managing Director, UHY Advisors
MATT MARTINA
Partner, UHY LLP
Managing Director, UHY Advisors
MATT MARTINA
Partner, UHY LLP
Managing Director, UHY Advisors
STEVE GOESTENKORS
Partner, UHY LLP
Managing Director, UHY Advisors
STEVE GOESTENKORS
Partner, UHY LLP
Managing Director, UHY Advisors
LARRY SILVERSTEIN
Principal, UHY Advisors
PETER WASKUL
Principal, UHY Advisors
PAUL YODER
Principal, UHY Advisors
KEITH HAYDEN
Principal, UHY Advisors
NEHA NATHWANI
Partner, UHY LLP
Managing Director, UHY Advisors
NEHA NATHWANI
Partner, UHY LLP
Managing Director, UHY Advisors
JANEEN ARMSTRONG
Principal, UHY Advisors
SHELLEY ROMANO
Partner, UHY LLP
Managing Director, UHY Advisors
SHELLEY ROMANO
Partner, UHY LLP
Managing Director, UHY Advisors
AMY BLOOM
Partner, UHY LLP
Managing Director, UHY Advisors
AMY BLOOM
Partner, UHY LLP
Managing Director, UHY Advisors
HERBERT GEARY, III
Partner, UHY LLP
Managing Director, UHY Advisors
HERBERT GEARY, III
Partner, UHY LLP
Managing Director, UHY Advisors
YI SHRESTHA
Principal, UHY Advisors
GREGORY PEARSON
Partner, UHY LLP
Managing Director, UHY Advisors
GREGORY PEARSON
Partner, UHY LLP
Managing Director, UHY Advisors
LONI WINKLER
Partner, UHY LLP
Managing Director, UHY Advisors
LONI WINKLER
Partner, UHY LLP
Managing Director, UHY Advisors
BILL SUTTON
Principal, UHY Advisors
GORDON FOLLMER
Managing Director, UHY Advisors
GORDON FOLLMER
Managing Director, UHY Advisors
PATRICK GREGORY
Partner, UHY LLP
Managing Director, UHY Advisors
PATRICK GREGORY
Partner, UHY LLP
Managing Director, UHY Advisors
DEBRA PELLERITO
Partner, UHY LLP
Managing Director, UHY Advisors
DEBRA PELLERITO
Partner, UHY LLP
Managing Director, UHY Advisors
SCOTT EARLS
Partner, UHY LLP
Managing Director, UHY Advisors
SCOTT EARLS
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN GALLO
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN GALLO
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN SALEMI
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN SALEMI
Partner, UHY LLP
Managing Director, UHY Advisors
HAROLD MOHN JR.
Mid-Atlantic Regional Managing Director, UHY Advisors
HAROLD MOHN JR.
Mid-Atlantic Regional Managing Director, UHY Advisors
RICHARD KOSKEY
Principal, UHY Advisors
PRESTON BENCSIK
Principal, UHY Advisors
ROBERT BOESIGER
Partner, UHY LLP
Managing Director, UHY Advisors
ROBERT BOESIGER
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN KINCAID
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN KINCAID
Partner, UHY LLP
Managing Director, UHY Advisors
JOSEPH FALANGA
Managing Director, UHY Advisors
SUSAN MAAS
Principal, UHY Advisors
JENNIFER WOOLF
Principal, UHY LLP
PAUL TRUBER
Managing Director, UHY Advisors
Partner, UHY LLP
PAUL TRUBER
Managing Director, UHY Advisors
Partner, UHY LLP
MEHMET UGUR
Partner, UHY LLP
Managing Director, UHY Advisors
MEHMET UGUR
Partner, UHY LLP
Managing Director, UHY Advisors
ERIC SCARINGE
Principal, UHY Advisors
DENNIS PETRI
Partner, UHY LLP
Managing Director, UHY Advisors
DENNIS PETRI
Partner, UHY LLP
Managing Director, UHY Advisors
ROBERT POTTER
Partner, UHY LLP
Managing Director, UHY Advisors
ROBERT POTTER
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL VIZZIE
Principal, UHY Advisors
PAUL JUFFER
Partner, UHY LLP
Managing Director, UHY Advisors
PAUL JUFFER
Partner, UHY LLP
Managing Director, UHY Advisors
KYLE WOIWOOD
Partner, UHY LLP
Managing Director, UHY Advisors
JIE CHEN
Principal, UHY Advisors
TODD TIGGES
Partner, UHY LLP
Managing Director, UHY Advisors
TODD TIGGES
Partner, UHY LLP
Managing Director, UHY Advisors
JOYCE O'DWYER
Principal, UHY Advisors
PAMELA MAY
Partner, UHY LLP
Managing Director, UHY Advisors
PAMELA MAY
Partner, UHY LLP
Managing Director, UHY Advisors
GARY NEWKIRK
Principal, UHY Advisors
MATTHEW MUNN
Partner, UHY LLP
Managing Director, UHY Advisors
MATTHEW MUNN
Partner, UHY LLP
Managing Director, UHY Advisors
CRAIG BALLENTINE
Managing Director, UHY Advisors
MONISH BANGA
Partner, UHY LLPManaging Director, UHY Advisors
MONISH BANGA
Partner, UHY LLPManaging Director, UHY Advisors
NANCY PATZWAHL
Principal, UHY Advisors
DAVE WATSON
Partner, UHY LLP
Managing Director, UHY Advisors
DAVE WATSON
Partner, UHY LLP
Managing Director, UHY Advisors
ROBERT BAUER
Partner, UHY LLP
Managing Director, UHY Advisors
ROBERT BAUER
Partner, UHY LLP
Managing Director, UHY Advisors
VENUS WU
Partner, UHY LLP
Managing Director, UHY Advisors
VENUS WU
Partner, UHY LLP
Managing Director, UHY Advisors
PATRICK STARK
Partner, UHY LLP
Managing Director, UHY Advisors
PATRICK STARK
Partner, UHY LLP
Managing Director, UHY Advisors
RHONDA NEWMAN
Partner, UHY LLP
Managing Director, UHY Advisors
RHONDA NEWMAN
Partner, UHY LLP
Managing Director, UHY Advisors
STEVEN MARESCA
Principal, UHY Advisors
GINA JAMES
Office Managing Partner, Kansas City Briarcliff, UHY LLP
Managing Director, UHY Advisors
GINA JAMES
Office Managing Partner, Kansas City Briarcliff, UHY LLP
Managing Director, UHY Advisors
N. THÉRÈSE WOLFE
Partner, UHY LLP
Managing Director, UHY Advisors
N. THÉRÈSE WOLFE
Partner, UHY LLP
Managing Director, UHY Advisors
MARK WELSH
Partner, UHY LLP
Managing Director, UHY Advisors
MARK WELSH
Partner, UHY LLP
Managing Director, UHY Advisors
LARRY JOURDEN
Partner, UHY LLP
Managing Director, UHY Advisors
LARRY JOURDEN
Partner, UHY LLP
Managing Director, UHY Advisors
SCOTT VENTLINE
Partner, UHY LLP
Managing Director, UHY Advisors
SCOTT VENTLINE
Partner, UHY LLP
Managing Director, UHY Advisors
F. MICHAEL ZOVISTOSKI
Partner, UHY LLP
Managing Director, UHY Advisors
F. MICHAEL ZOVISTOSKI
Partner, UHY LLP
Managing Director, UHY Advisors
DAVID HOUSTON
Partner, UHY LLP
Managing Director, UHY Advisors
DAVID HOUSTON
Partner, UHY LLP
Managing Director, UHY Advisors
CHRIS HALL
Office Managing Partner, Salisbury, UHY LLP
Managing Director, UHY Advisors
CHRIS HALL
Office Managing Partner, Salisbury, UHY LLP
Managing Director, UHY Advisors
SUZANNE MULDOON
Principal, UHY Advisors
MICHAEL ZMOROD
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL ZMOROD
Partner, UHY LLP
Managing Director, UHY Advisors
BRADLEY CUMMINGS
Partner, UHY LLP
Managing Director, UHY Advisors
BRADLEY CUMMINGS
Partner, UHY LLP
Managing Director, UHY Advisors
MARK WITTE
Partner, UHY LLP
Managing Director, UHY Advisors
MARK WITTE
Partner, UHY LLP
Managing Director, UHY Advisors
DAVE HOVE
Partner, UHY LLP
Managing Director, UHY Advisors
DAVE HOVE
Partner, UHY LLP
Managing Director, UHY Advisors
STEPHEN SLATER
Partner, UHY LLP
Managing Director, UHY Advisors
STEPHEN SLATER
Partner, UHY LLP
Managing Director, UHY Advisors
COREY MASSELLA
Partner, UHY LLP
Managing Director, UHY Advisors
COREY MASSELLA
Partner, UHY LLP
Managing Director, UHY Advisors
RONALD HICKMAN
Partner, UHY LLP
Managing Director, UHY Advisors
RONALD HICKMAN
Partner, UHY LLP
Managing Director, UHY Advisors
MARC ROSEN
Principal, UHY Advisors
ERIC HANANEL
Principal, UHY Advisors
SCOTT MCRUER
Partner, UHY LLP
Managing Director, UHY Advisors
SCOTT MCRUER
Partner, UHY LLP
Managing Director, UHY Advisors
BEN RAYMOND
Principal, UHY Advisors
ROBERT LICKWAR
Partner, UHY LLP
Managing Director, UHY Advisors
ROBERT LICKWAR
Partner, UHY LLP
Managing Director, UHY Advisors
BRENT JONES
Partner, UHY LLP
Managing Director, UHY Advisors
BRENT JONES
Partner, UHY LLP
Managing Director, UHY Advisors
THOMAS CALLAN
Great Lakes Regional Managing Director, UHY Advisors
THOMAS CALLAN
Great Lakes Regional Managing Director, UHY Advisors
MARC RUBIN
Partner, UHY LLP
Managing Director, UHY Advisors
MARC RUBIN
Partner, UHY LLP
Managing Director, UHY Advisors
JIM VALK
Office Managing Partner, Dowagiac & Kalamazoo, UHY LLP
Managing Director, UHY Advisors
JIM VALK
Office Managing Partner, Dowagiac & Kalamazoo, UHY LLP
Managing Director, UHY Advisors
SCOTT MACCALLUM
Principal, UHY LLP
RALPH MIRANDO
Partner, UHY LLP
Managing Director, UHY Advisors
RALPH MIRANDO
Partner, UHY LLP
Managing Director, UHY Advisors
NANCY THOMPSON
Principal, UHY Advisors
TODD KELLEY
Partner, UHY LLP
Managing Director, UHY Advisors
TODD KELLEY
Partner, UHY LLP
Managing Director, UHY Advisors
KATHY CROCKETT
Partner, UHY LLP
Managing Director, UHY Advisors
KATHY CROCKETT
Partner, UHY LLP
Managing Director, UHY Advisors
DAVE MIDTLYNG
Partner, UHY LLP
Managing Director, UHY Advisors
DAVE MIDTLYNG
Partner, UHY LLP
Managing Director, UHY Advisors
DANIEL ENSOR
Principal, UHY LLP
LAUREN OUIMET
Principal, UHY Advisors
DANIEL MARKEY
Partner, UHY LLP
Managing Director, UHY Advisors
DANIEL MARKEY
Partner, UHY LLP
Managing Director, UHY Advisors
VINCE NESLINE
Principal, UHY Advisors
WILLIAM LACY
Principal, UHY Advisors
HEATHER BENSON
UHY Advisors
KEITH MOORE
Partner, UHY LLP
Managing Director, UHY Advisors
KEITH MOORE
Partner, UHY LLP
Managing Director, UHY Advisors
CHRISTOPHER OLIVA
Partner, UHY LLP
Managing Director, UHY Advisors
CHRISTOPHER OLIVA
Partner, UHY LLP
Managing Director, UHY Advisors
DANIEL KEY
Principal, UHY Advisors
DANIEL FELSTOW
Partner, UHY LLP
Managing Director, UHY Advisors
DANIEL FELSTOW
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL TURNBULL
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL TURNBULL
Partner, UHY LLP
Managing Director, UHY Advisors
TINA STEINBECK
Principal, UHY Advisors
MARIAN SHAW
Partner, UHY LLP
Managing Director, UHY Advisors
MARIAN SHAW
Partner, UHY LLP
Managing Director, UHY Advisors