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Trust Services

Trust Services

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Clifton Gunderson has extensive experience in assisting fiduciaries in various aspects of trust and estate administration. With our help, you will know that your trust accounts and common trust funds are being administered properly and are performing at a level that enables you to grow. Our expertise in this area allows us to provide you with feedback to maximize your efficiency, minimize your exposure and satisfy regulatory requirements.

We also apply our experienced and knowledge of income tax issues to the preparation of annual tax returns for probate estates, simple and complex trusts, charitable remainder annuities and uni-trusts.