Cloister Tax Services has extensive experience in the preparation of Estate and Gift tax returns. We utilize specialized software for the preparation of the tax returns and for valuations of assets. We have experience with out of state Estate and Gift tax returns, as well as with the Federal and Pennsylvania returns. We are experienced in working both in cooperation with attorneys and directly with individual executors and trustees in this area.

We offer services over a broad spectrum in this area, from a brief review of an existing Trust Agreement, to an analysis of a complex overall estate plan. We appreciate the advantages of a "professional team" approach in this area and are experienced working with attorneys, financial planners and other professionals. .