Burnett + Company LLP has the expertise necessary to assist in sheltering and protecting the earnings of businesses and high net worth individuals. We take a high-level assessment of your current and expected revenue, developing and implementing customized financial strategies. We assist clients with estate and business succession, offering advice tailored to meet your specific goals. Using specialized experience and education, Burnett + Company LLP will plan and structure your assets to ensure high retention rates.
 

Our estate and trust services include:

• Estate trust and gift planning

• Sales to defective grantor trusts

• Retirment planning

• Asset protection assistance

• Charitable gift and retirement planning

• Private foundation compliance tax return preparation and administration

• Fiduciary accounting

• Trust, estate, private foundation, gift tax and charitable giving return preparation

Contact Burnett + Company LLP today to discuss your business needs or to set up an initial service consultation.