a woman working with pocket calculator
Download 2020-2021 TAX GUIDE

Trusts and Estates present unique and difficult challenges after the passing of a loved one. These complex areas of tax law need extra care and attention by experienced individuals who work with the trustees, executors, and beneficiaries to navigate through the many details necessary to close out an estate and create a smooth transition for trust filing. Whether an estate is going through probate or all assets are passing through trusts, OUM offers step by step guidance and counseling for estate and trust administration forms throughout San Francisco and San Diego. We tailor matters to each individual situation.

Estate Planning

Understanding the complexities involved in trust and estate taxation is intimidating, especially at an emotionally difficult time. Proper planning and management can alleviate or at least mitigate these issues.

We have extensive experience in providing advice regarding individual and estate planning, including:

  • General Estate Planning
  • Grantor Trusts (Defective, Crummey, GRATs, and Others)
  • Charitable Trusts (CRUTs, CRATs, Charitable Lead Trusts)
  • Family and Generation Skipping Gifts

Estate and Trust Administration in San Francisco and San Diego

We offer solutions for estate administration, compliance, and tax filings. We can complete and file complex estate tax forms and perform the associated administrative work and correspondence as necessary to make the process as smooth and painless as possible.

Our capabilities include third party management as well as procurement and submittal of all forms of necessary documentation for federal estate filing requirements. Incorporated into our estate practice, we are experienced with providing assistance with gifts, trusts, and high net wealth returns. We offer full service advising and counseling throughout the process of opening and closing estates.

Additional Offerings

We are well versed in the preparation of the Federal Returns associated with estates and trusts, as well as all related State Returns:

  • Final Individual Income Tax Return – Form 1040
  • Income Tax Return for Trusts and Estates – Form 1041
  • Estate Tax Return – Form 706
  • Gift Tax Return – Form 709
  • Summary Fiduciary Accountings.

    Please fill out the form to find out more about our Trust & Estate services.


    Steve Green
    Steve GreenPartner - Tax Services
    Dan Sillin
    Dan SillinPartner - Tax Services
    Jennifer Wong
    Jennifer WongPartner - Tax Services