Case | Sabatini - Innovative. Dynamic. Accounting.

470 Streets Run Road
Pittsburgh, PA 15236
P: 412-881-4411
F: 412-881-4421

As tax and legal systems reach new levels of complexity, proper estate planning becomes critical to estate preservation. At Case | Sabatini, we help clients form lifetime transfer plans to reduce estate taxes and maximize family assets. By combining our income and estate tax experience with a clear understanding of our client’s long-term financial goals, Case | Sabatini goes beyond the numbers to see how today’s tax rulings will impact your business, your family and your personal estate. At Case | Sabatini, we will:

  • Review present wills and trust documents
  • Suggest alternatives to current estate plans and calculate tax savings
  • Review a closely-held business for proper valuation and future transfer
  • Review retirement plans and life insurance benefits
  • Identify potential liquidity problems caused by federal and state death taxes
  • Help develop a lifetime gifting program through family-limited partnerships, charitable trusts, and qualified personal residence trusts.
  • Prepare returns to assist with the probate process and final estate accounting, including gift tax returns, final individual tax returns, federal and state estate tax returns, and trust returns

Download our brochure: Estate Planning