Trust & Estate Planning – Services

You’ve worked hard all your life to accumulate your wealth and you want to ensure your family and those you care about fully benefit from your labor. No matter your age, proper planning is essential to ensure your assets are distributed according to your wishes.

At Stanley J. Morin, CPA, P.C. we work closely with our clients to learn their family situation and their goals and objectives for those they love. We will help you determine your net worth, plan for short- and long-term wealth management and ensure transfer of your assets while minimizing estate and other tax liabilities and maximizing value for your heirs.


Our trust and estate planning services include:

Estate and Trusts

  • Guardianship
  • Revocable and Irrevocable Trust
  • Accounting of Activity
  • Administering of Estates and Trusts
  • Tax Return Preparation

Gift Tax

  • Advisor for Gift Giving
  • Advise of Tax Matters
  • Prepare Gift Tax Returns

Estate Planning –

(In collaboration with specialized professionals)

  • Review Will
  • Credit Trust or By-Pass Trust
  • Durable Power of Attorney
  • Living Will
  • Gift Giving
  • Medicaid and Family Trust
  • Reverse Mortgage
  • Life Insurance Trust
  • Q-TIP, GRIT, GRAT and others
  • Restricted Contributions
  • Charitable Remainder Trusts
  • Estate Planning
  • Life Insurance Trusts