Estate & Trust

Estate & Trust Planning

Protect what you have earned.

Work with our estate and trust professionals to help safeguard your legacy. We work with businesses, individuals and families to create a customized estate plan to distribute wealth as intended while limiting estate tax liabilities.

Handling the affairs of an estate or trust is complicated and family dynamics come into play. We help executors, personal representatives, and trustees understand their role, determine what tax filings are needed, and how all of this will impact the beneficiaries.

Our services include:

  • Assisting with administrative details
  • Planning and advising
  • Estate tax planning and compliance
  • Gift and estate tax preparation
  • Valuations services
  • Trust planning
  • Trust tax preparation
  • Preparing estate and tax returns
  • Preparing estate income tax returns

Meet Our Estate & Trust Professionals

Bryan J. Morrissey

CPA, CVA | Managing Partner
View Bio →

William E. Synan

CPA | Partner
View Bio →

Amanda M. Clouden

Esq. Attorney | Business Law, Estates, and Trusts​
View Bio →
Inquire about our

Estate & Trust Services

Professional Affilations

LMHS P.C. is a member firm of the AICPA National Peer Review Program, having passed our most recent peer review in 2021, and a registered firm with the Public Company Accounting Oversight Board (PCAOB).