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Estates & Trusts

Cavalcante & Company prepares Federal and New York State Estate Tax returns, Federal Gift Tax returns and income tax returns for Estates and Trusts.  We assist our clients with their estate planning needs and consult with them regarding Life Insurance Trusts, Qualified Personal Residence Trusts, Charitable Remainder Trusts, the formation and annual filings of Private Foundations as well as other estate planning alternatives and solutions.