Petkovsek & Moran

We’ve been helping business owners and families with a "personal one-on-one" approach since 1984. Discover how our combined knowledge and experience will work for you to improve your finances and tax position.

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Trusts and Fiduciaries

Trusts can serve a variety of tax and financial purposes, such as:

  • Transfer of wealth to the next generation
  • Provide lifetime care for a beneficiary with special needs
  • Achieve charitable wishes with tax-advantaged enhancements
  • Protect certain assets
  • Bypass probate upon death

Petkovsek & Moran works closely with your attorney to create the applicable trust and assist with the fiduciary responsibilities for accounting and tax compliance requirements.

For more information, please contact Dave Moran, CPA