Tax reporting and obligations don’t end when a person dies. We counsel personal representatives and trustees on both income and estate tax reporting obligations. First, we determine whether a final individual income tax return must be filed for the deceased person, or, if the deceased person was married, how to maximize income tax reporting for the final joint tax return. We then determine whether a federal and/or state estate tax return must be filed, and this often involves strategizing tax saving opportunities for the beneficiaries. And finally, we determine whether an income tax return for the estate and/or trust must be filed or should be filed to maximize tax saving opportunities for the beneficiaries.