McDermott Will & Schulte, a global law firm

Greg works closely with private client lawyers, accountants, family office personnel and clients on estate and trust administration matters, including:

• Asset collection and property transfers
• Probate and trust accounting
• Plans of division and trust funding
• Forensic cost-basis research
• Post-mortem tax planning
• Estate tax return preparation
• Internal Revenue Code (IRC) Section 6166 calculations
• Fiduciary income tax return preparation
• Audit resolution

Greg previously worked at an international trust company. He has extensive experience preparing federal estate and gift tax returns and fiduciary income tax returns for high-net-worth clients.

*Non-lawyer professional

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