MMB has performed trust accounting engagements in a variety of legal contexts and has prepared annual trust accounting reports filed with the New York State Surrogate’s Courts.  We are well-versed in the latest state rules governing trust accounting and administration.  Our trust accounting/administration team utilizes state-of-the-art trust accounting software while drawing upon legal and forensic backgrounds to add a special level of expertise in this practice area.

Other Related Services:

• Supplemental needs trusts:  Preparation of fiduciary income tax returns and tax planning for supplemental needs trusts.
•  Guardianship accounting:  Preparation of annual accounting reports filed with the New York State Supreme Court.

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