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Estate & Trust Advisory Services

Rehmann’s Estate & Trusts Advisory Services team brings an encompassing approach to financial planning and management, marshaling the combined strength of our tax, financial and legal professionals with the goal to provide confidence and financial health for generations to come.

Our team consists of Certified Public Accountants (CPAs), estate attorneys, financial advisors, investigators and trustees with knowledge that extends from traditional estates and living trusts to specialty trusts such as charitable trusts, grantor retained annuity trusts and irrevocable life insurance trusts.

Estate Tax and Succession Planning

The estate planning process includes:

  • Identifying objectives- heirs, assets, timing, from of inheritance
  • Determining the degree to which estate tax exposure should be reduced
  • Assessing the value of the estate- how the assets are titled, what designations have already been made
  • Estimating estate tax liability
  • Reviewing life insurance coverage

Depending on your objectives and the size of your estate, we review alternatives with you and make specific recommendations. These may include establishing a lifetime gifting program, utilizing irrevocable life insurance trusts (ILITs), establishing charitable trusts or private foundations, creating family limited liability corporations or grantor trusts. We work collaboratively with your attorney and tax advisor throughout the process. If you already have an estate plan in place, we can review it with you so that it continues to meet your objectives and is in compliance with current laws.

Rehmann can also provide a personalized service called the Rehmann Family CFO. This service solution unifies the efforts of your business’s top management team – lead counsel, CPA, CIO – so that their work is efficiently and consistently aligned with your specific financial interests.

Trust Tax Compliance and Administration

Rehmann provides the full spectrum of trust services, including tax compliance and administrative services for individual trustees. We assess your specific circumstances and tailor our services to fit the needs of your situation. For example, in addition to the required fiduciary income tax returns, we can provide annual principal and income accountings. Such accountings provide guidance for the individual trustee in making proper distributions to beneficiaries, in accordance with trust provisions.

Some of our clients will ask us for assistance with recordkeeping, overseeing multiple investment managers, calculating charitable distributions or understanding their roles and responsibilities as a fiduciary. Our principals can also serve as co-trustee. With Rehmann, every facet of your trust administration is secure.

Asset Management

A cornerstone of Rehmann’s Estate and Trust advisory is our asset management for both revocable and irrevocable trusts during funding and distribution stages. Our Rehmann financial advisors are independent, with no allegiance to a particular investment product. They put Rehmann’s full investment platform to work for you and your beneficiaries, with strategies that reflect your specific goals, strive to reduce risk, and diversify your portfolio. We combine multiple investment options utilizing proprietary selection criteria with the goal to help your trust investment performance meet your needs for the long term.

Insurance Advisory

Rehmann provides critical insurance oversight and advice for our clients, and this remains one of the pillars of our Estate and Trust Advisory services. Rehmann provides complete ILIT administration, including insurance assessments for suitability and performance, and receipt and disbursement of premiums. We administer our comprehensive Insurance Performance Review, an incisive assessment that provides an overview of immediate and long-term health care needs, life, disability insurance and property coverage. With this review, our specialists provide you informed recommendations and help deliver the most appropriate insurance instruments for your trust.

Investigative Services

Making informed decisions about your Estate and Trust investments means having accurate, timely information. That’s where our Investigative Services come in. A team of seasoned forensic specialists, many from the most highly-trained federal agencies, serve as your strategic intelligence partner for personal and estate asset protection. Intelligence services are also available to assist in locating a beneficiary or prior witness to a document. Performing background and corporate investigations, fraud and forensic accounting, compliance and regulatory assessments, insurance defense and more, they help confirm that the people and institutions in which you’re vested have met the most stringent standards of integrity and sound business practice. The bottom line: when you need us most, we’ll be there.

Meet The Rehmann Team

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