Trust & Estate Tax Services

Tax laws associated with trusts have become more complicated over the past 30 years. The interrelation of fiduciary taxation, estate taxation and fiduciary accounting have become more intricate.

You can depend on Kruggel Lawton’s team of experienced tax professionals. We work with trustees, executors, administrators, or any individual with power of attorney to ensure that the complex tax and accounting issues related to estates and trusts are effectively managed.

We continuously invest in tax reporting services, planning tools and resources so that we can provide you with the assurance that tax preparation and planning reflects all the latest developments and maximizes all the tax savings and deferral opportunities available.

Our mission calls for us to be more than just accountants and advisors. We are here to serve as your partners. Because we don’t have an investment department or proprietary investment products, we always have your clients’ best interest in mind.

Our “high-touch” approach means you’ll interact with senior level staff on a regular basis. They will personally review transactions and ensure timely correspondence with your clients. It’s all part of making sure we are “accounting for your every need.”


  • Review of governing documents to ensure compliance
  • Review trust accounting system data for accuracy
  • Ongoing analysis and review of account data
  • Prepare:
    • Form 1099s
    • Revocable and irrevocable trusts
    • Split-interest trusts
    • Qualifying Subchapter S corporation trusts
    • Charitable trusts
    • Private foundations
    • Inheritance and estate tax filings
    • Estate income tax returns
    • Bankruptcy trusts


  • Estate, GST and gift tax planning
  • Coordinated individual tax planning for beneficiaries
  • Communication with government agencies related to tax correspondence
  • On-site training for your team on new tax laws and other related matters
  • Valuation services for business interests


Mike Varner, CPA, CGMA

574.264.2247 ext. 305

Patrick Lee, CPA

574.264.2247 ext. 306

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