Estate Planning & Business Succession Planning

Estate Planning & Business Succession Planning

At Robin Kramer & Green, we understand the nuances and sensitivities involved in estate planning and business succession planning. We provide extensive personal services for estate planning and will coordinate with your attorney and financial advisors to ensure comprehensive planning.

RKG’s Estate Planning services and Business Succession planning include:
  • Tax planning
  • Fiduciary accounting
  • Trust administration
  • Wealth transfer
  • Preparation of trust and estate tax returns
  • Preparation of private foundation tax returns
  • Preparation of charitable trust tax returns

For more information on our Estate Planning and Business Succession, contact David J. Kramer.

From our client’s point of view

  • I have worked with Robin Kramer & Green for over 50 years, using their advice for both my professional and personal needs. Their advice is always spot-on and they have a way of explaining things in a way that is both soft-spoken and well-guided.
    Retired physician