Lally & Co. provides comprehensive, expert consulting and advisory services for attorneys in the estate-planning field. These highly-specialized professionals seek unbiased, knowledge-driven financial analysis and recommendations. Our team provides independent testimony that is based on years of experience, accompanied by the credentials and education that provide detailed and compelling services.
Estate planning attorneys face a number of unique challenges when confronted with complex estate planning strategies, trusts, documents, and more. They need to have professionals who understand the latest estate planning techniques, have specific tax compliance experience, and are versed in valuation aspects of the plan. They often look to Lally & Co. to fill this key role on their team.
We have extensive experience in this area having maintained a trusted position with our clients and their advisor for generations. We develop a plan in concert with the estate planning attorney and aim towards periodic and regular client meetings. We schedule all tax compliance projects from the outset and work towards obtaining supporting documentations in advance of the filing deadlines. Oftentimes, we work directly with counsel to present a solid and well vetted plan to our mutual clients.