The tax side of settling an estate or administering a trust, handled by someone who does it regularly.
Most people who need this page didn’t plan to be here. Someone has died, and you’ve been named executor. Or a trust you’ve never thought much about is now yours to administer, and you’ve learned it has to file its own return.
It’s a lot to take on while you’re also grieving, and the deadlines don’t adjust for that. What we can do is take the filings off your list and tell you plainly what’s required, what it will cost, and when it’s due.
What We Handle
Fiduciary income tax returns (Form 1041) for estates and trusts
Federal estate tax returns (Form 706) where the estate is large enough to require one
Final individual returns for the person who has died
Income allocation between the estate or trust and its beneficiaries, and the K-1s that go with it
Multi-state filings when property or beneficiaries cross state lines
Who This Is For
Executors, trustees, estate administrators, and the attorneys who work alongside them. We handle the tax filings and coordinate with your attorney on everything else.
Interested in working with us? Call (618) 343-1255 or email info@cainassociatespc.com and tell us where you are in the process. We’ll let you know how we can help.