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A trust, which is ordinarily used to transfer wealth to heirs or charitable organizations, is a fiduciary arrangement in which a trustee manages assets for the benefit of third parties.
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Insurance products, such as life insurance policies, annuity contracts and disability policies, may be used to fund trusts after death. Flexible and customizable, trusts may be drafted to meet the specific intent of the individuals who created the trust and tailored towards the specific needs of trust beneficiaries. They may also be used to minimize estate taxes.
Trusts are a key element in a comprehensive estate and wealth transfer plan. Trusts are a primary vehicle used to direct how a person’s legacy is managed and distributed after death. Trusts may be established for minor children, the disabled or to place conditions on how an inheritance can be spent.
Our Trust Services Include:
  • Will and Trust Review
  • Business Valuations
  • Fiduciary Return Preparation
  • Estate Planning (Pre and Post-Mortem)
At DeFreitas & Minsky LLP, we are available to provide trust services tailored towards the specific needs of you and your beneficiaries. By combining our qualified accounting expertise with a commitment to personal service, we can help you make important decisions at an important time.
For more information beyond our trust services basics or to schedule an appointment, call DeFreitas & Minsky LLP at (516) 746-6322.
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DeFreitas & Minsky maintains high standards, produces detailed information and gets involved with our company so they can understand the operation on a more personal level. The information they provide is always accurate and current. We have been with them for more than 30 years!
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Pamela GossySyosset Truck Sales Inc.
4 years agoThis is my second year filing my taxes with DeFreitas & Minsky. I was referred by a friend. Honestly, It’s a blessing sent. Everyone there is professional and knowledgeable about tax codes. They even keep me abreast via email whenever there’s a new tax law and what it entails. I feel safe and sound when doing business with them.
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True professionals and attentive to all of my needs. Manny, Melissa, and Michael are all super helpful. They took the time to help me with my taxes, financial planning, and estate tax needs. I highly recommend them.
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FAQ

Frequently Ask Questions.

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Trust services involve managing assets held in a trust for beneficiaries. They are beneficial for those who want to manage and protect their wealth, plan for estate taxes, and provide for beneficiaries.
There are various types of trusts, including revocable, irrevocable, living, testamentary, and special needs trusts, each serving different purposes.
A trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries according to the terms set by the trust creator.
Benefits include asset protection, tax advantages, control over asset distribution, and privacy in estate planning.
Benefits include asset protection, tax advantages, control over asset distribution, and privacy in estate planning.
A trustee can be an individual or an organization. It's important to choose someone who is trustworthy and capable of managing the trust's responsibilities.
Revocable trusts can be altered or revoked by the trust creator, while irrevocable trusts generally cannot be changed once established.
Revocable trusts can be altered or revoked by the trust creator, while irrevocable trusts generally cannot be changed once established.

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