633 Route 211 East Middletown, NY 10941

3 Neptune Road Poughkeepsie, NY 12601

Call us(877) 740-9500 Email usinfo@jgspc.com

Estate &Trust Planning & Administration

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JGS has dedicated staff that work with attorneys in creating estate and trust plans in order to carry out your wishes and minimize estate taxes. We have the personnel who can also assist the estate's administrator (executor) in fulfilling their duties.

Our services related to estates and trust include; but are not limited to:

Estate Planning

  • To minimize Estate and Gift taxes
  • As part of a Business Succession Plan
  • As part of a Retirement Plan
  • As part of a Lifetime Gifting Plan

Trust, Tax & Accounting Services

  • Income & Estate Tax Planning
  • Fiduciary Income Tax Return Preparation
  • Distribution Calculations
  • Preparation of Accountings

We have expertise in many types of trusts, including but not limited to:

  • Revocable Trusts
  • Grantor Trusts
  • Life Insurance Trusts
  • Generation Skipping Trusts
  • Charitable Trusts
  • Personal Residence Trusts
  • Testamentary Trusts

Estate Tax Return Preparation & Related Tax Planning

  • Income Tax Planning for Estate & Beneficiaries
  • Distribution Planning
  • Post Mortem Tax Planning for Executor & Beneficiaries
  • Preparation of Accountings




633 Route 211 East
Middletown, NY 10941

3 Neptune Road
Poughkeepsie, NY 12601

(877) 740-9500
info@jgspc.com