Gregory (Greg) Meints* focuses on complex post-mortem estate and trust administration matters. Working with private client lawyers, Greg oversees taxation and accounting issues regarding trusts and estates, and assists clients with gift-giving strategies in an effort to maximize and protect wealth and to minimize federal transfer taxes. Greg is often called on to prepare complex estate and gift tax projections.
Greg works closely with private client lawyers, accountants, family office personnel and clients on estate and trust administration matters, including:
- Asset collection and property transfers
- Probate and trust accounting
- Plans of division and trust funding
- Forensic cost-basis research
- Post-mortem tax planning
- Estate tax return preparation
- Internal Revenue Code (IRC) Section 6166 calculations
- Fiduciary income tax return preparation
- Audit resolution
Greg previously worked at an international trust company. He has extensive experience preparing federal estate and gift tax returns and fiduciary income tax returns for high-net-worth clients.
*Non-lawyer professional
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