Trust & Estates

Koerner & Associates is available for all of your trust and estate needs. Our goal is to preserve wealth, maximize tax savings, and create peace of mind. Our team remains informed of the complex and shifting tax laws related to trusts and estates to ensure the most efficient transfer of assets. Ensure financial security for your loved ones with effective planning. Create a smooth ownership succession within your business. Our Monmouth County firm is invested in protecting the interests of your company and family.

We are available to assist with:

• Estate and Trust Income Tax Preparation
• Business Succession Planning
• Family Charitable Foundations
• Marital Trusts
• QTIP Trusts
• Charitable Gifting
• Life Insurance Trusts