Trusts And Estates
Advising individuals and families on structuring, management, and succession planning to protect wealth and ensure long-term financial security.
Introduction
Trust and estate planning is a deeply personal process that requires careful attention to complex tax and legal considerations.
Our members work with individuals, families, and their advisors to design strategies that protect assets, manage wealth transfers, and honor long-term intentions.
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Estate planning
Developing tax-efficient strategies to protect assets, provide for beneficiaries, and fulfill long-term financial goals.
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Trust administration
Guiding the creation and management of trusts to ensure compliance, effective governance, and transparency.
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Wealth transfer
Advising on succession and gifting strategies to facilitate smooth transitions while minimizing tax impact.
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Charitable and legacy planning
Supporting philanthropic and legacy objectives through structured giving and well-managed estate frameworks.
Other Tax Services
Why Moore North America?
Joining Moore North America means expanding your firm’s potential through collaboration, shared expertise, and opportunity across our region and beyond.
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Rooted Locally, Connected Globally
Benefit from a connected community across the U.S., Canada, and Mexico, combining local expertise with access to global insights, resources, and opportunities through Moore Global.
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A Full Range of Services
Tap into advisory, audit & assurance, tax, and business services that complement your firm’s capabilities and strengthen your overall offering.
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Learning That Drives Growth
Develop technical expertise and leadership strength through targeted programs that elevate performance across every level of your firm.
Talk to Moore North America
Our professionals are dedicated to understanding your unique challenges and turning opportunities into lasting impact.
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