The word trust was first used in the 13th century and has been used in a financial sense for the past 500 years. While our roots don’t stretch back quite as far, we have extensive experience in performing trust accounting engagements in numerous legal contexts, and in preparing annual trust accounting reports filed with New York State Surrogate’s Courts.

Armed with state-of-the-art accounting software, our trust accounting/administration team members put their legal and forensic backgrounds to work for our clients, assisting in tax planning and preparing tax returns and accounting reports. We also have deep experience assisting families as they plan for loved ones with disabilities.

We weren’t around when the term was first coined, but we’re proud that trust is the first word many of our our clients use to describe our firm.