LEADERSHIP GREATER ROCHESTER
03-Jan-2012
Article written by Gina Chase: Leadership Greater Rochester strives to build a broad-based netw..
CROSKEY LANNI, PC CONTINUES TO SUPPORT LOCAL COMMUNITY
08-Dec-2011
Through a combination of programs, Croskey Lanni, PC raised over $1,700 in donations direct..
CROSKEY LANNI, P.C. ANNOUNCES RETIREMENT OF ROBERT A. WESTBURY, CPA
22-Jun-2011
Bob Westbury is a hardworking, dedicated and trustworthy individual who focuses on client service. A..
CROSKEY, LANNI & COMPANY JOINS THE BDO SEIDMAN ALLIANCE
24-Aug-2010
FOR IMMEDIATE RELEASE ..
Estate and Trust Administration and Planning
Ensuring the next generation is well cared for, providing for a charitable organization you support, seeking the transfer of a business to loved ones; each demands diligent estate and trust administration and planning.
Croskey, Lanni & Company, P.C. can help ensure your goals are met and the effects of the estate and gift tax minimized. We’ll work seamlessly with your legal representatives and other advisors on your estate plan to help ensure your wishes are realized.
Our estate and trust administration and planning services include:
- Accountings for Trusts and Estates
- Asset Protection and Offshore Trusts
- Beneficiary Planning
- Business Succession and Buy/Sell Agreements
- Charitable Remainder and Lead Trusts
- Family Limited Partnerships
- Financial Analysis of Trust Documents and Wills
- Generation-skipping Trusts
- Grantor Retained Trusts
- Life Insurance Trusts
- Pre- and Post-Mortem Tax Planning
- Private Foundations
- Qualified Personal Residence Trusts