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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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WHAT OUR CLIENTS ARE SAYING!

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!
Pamela
PamelaSyosset 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.
Junior Prophete
Junior Prophete
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.
Deena Polsinelli
Deena Polsinelli
We’ve been working with Manny for the last 10 years. Whenever we have a question he’s there and if he’s in a meeting during Tax Season (it happens), Jay is always there. Thank you Gentlemen.
Thomas Jacoberger
Thomas Jacoberger
FAQ

Frequently Ask Questions.

Professional auditing services provide an independent assessment of your financial statements, ensuring accuracy and compliance with regulations. This enhances the credibility of your financial reports, identifies areas for improvement, and can help in detecting irregularities or potential areas of risk.

Effective tax planning strategies help minimize tax liabilities and ensure compliance with tax laws. For businesses, this means optimizing tax efficiency and planning for future tax obligations. For individuals, it involves personal income tax planning, investment tax considerations, and estate tax planning.

Key considerations include identifying your objectives, such as asset protection, minimizing estate taxes, or providing for heirs. Understanding the types of trusts available and how they align with your goals is essential. Professional guidance ensures your estate plan reflects your wishes and provides for your beneficiaries efficiently.

We provide tailored solutions for family-owned and small businesses, including financial management, tax planning, and succession planning. Our services help these businesses in navigating unique challenges, ensuring smooth transitions to future generations, and maintaining financial stability.

We offer customized financial planning services that cater to the unique needs of same-sex couples, including tax planning, estate planning, and retirement strategies. Our expertise ensures that our clients navigate the legal and financial landscape effectively, regardless of their marital status.

Yes, we can streamline your payroll processing, ensuring accuracy and compliance with tax laws and employment regulations. Our services include payroll calculation, tax filing, and handling employee inquiries, allowing you to focus on running your business.

Non-profit organizations must navigate specific tax exemptions and filing requirements, such as filing Form 990 and maintaining their tax-exempt status. Our services ensure compliance, optimize tax efficiency, and assist with financial reporting and governance.

Personalized financial planning aligns with your unique financial situation and goals. It encompasses retirement planning, investment strategies, risk management, and estate planning. Tailored advice helps you make informed decisions, maximize wealth, and achieve long-term financial security.

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