and Trusts

Losing a loved one is one of life’s most difficult experiences. This emotional time becomes even more complicated with the tax, legal, and administrative rules unfamiliar to anyone who has not served as an estate’s appointed representative. Government-imposed deadlines can be easily missed.

Hellam Varon has one of the largest estate and trust tax planning and consulting practices in the Seattle/Bellevue area. Our team of exceptionally talented and caring people can help guide you with the following estate and trust services:

  • Collaborating with your legal and financial advisors on estate and trust administrative matters, including trust funding and asset distribution.
  • Providing income and estate tax planning services catered to your goals and objectives, including strategies to minimize tax burdens at the estate, trust, and beneficiary level.
  • Analyzing and helping you comply with tax filing obligations of decedents, estates, and trusts.
  • Preparing and reviewing tax filings, including a decedent’s final individual income tax return, income tax returns for estates and trusts, United States Estate (and Generation-Skipping Transfer) Tax Returns, Washington State Estate and Transfer Tax Returns, and more.

Additionally, Hellam Varon is well-positioned to provide unique, sophisticated advisory services:

  • Business owners who are strategizing for the future requiring financial modeling, succession strategies, and planning for the unexpected.
  • High net worth individuals and families who require comprehensive and often complex estate plans involving various trusts, business entities, and philanthropic goals in collaboration with other advisors and outside experts.

Hellam Varon is one of only a few accounting firms with a dedicated niche group for estate and trust services. We have the fiduciary accounting acumen to assist with large, complex estates and trusts, whether you are administering an estate or serving as a trustee.

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