Estate & Trust Advisory Services

Estate and trust planning doesn’t have to be overwhelming. Sensiba’s experts guide you through every step, helping ensure your wishes are reflected in your plan while coordinating seamlessly with your advisors and attorneys. We also provide trust accounting, estate tax services, and global wealth consulting to help protect and preserve your legacy.

Benefits of a Trust

Reduce Legal Expenses

Minimize legal costs and other fees.

Lower Your Tax Burden

Keep income, estate and inheritance taxes to a minimum.

Protect Your Privacy

Increase privacy and avoid public records in probate.

Accelerate Asset Distribution

Minimize the time delay in distributing assets from the estate to the intended beneficiaries.

Honor Your Wishes

Ensure that assets are distributed to the intended beneficiaries and according to your wishes.

Preserve Family Harmony

Help reduce disputes and confusion among heirs by providing clear instructions for asset distribution.

Why choose Sensiba?

Your vision for your legacy is unique, and that’s why we tailor every service to the individual needs of our client. We understand the interplay of income, gift and estate taxes and the effect they have on your succession plan. Our established practice has the experience and expertise to not only reach your immediate goals, but proactively prepare your plan for the future circumstances and hurdles that may arise. When you choose us, you’re choosing a partner that will always have your best interests at heart.

Our Estate & Trust Practice Leadership

Monic Ramirez

Managing Partner

Eleduvina (Eldy) Lopez

Tax Partner

Jodie Rolih

Tax Partner

Carolyn Sillin

Senior Tax Manager

Tim Tikalsky

Tax Principal

Wonsun Willey

Tax Principal

NEWS, EVENTS, AND INSIGHTS

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Let’s talk about your project.

Whether you need to unravel a complex challenge, launch a new initiative, or want to take your business to the next level, we’re here. Share your vision and we can help you achieve it.