Serving Southeast Michigan For Over 30 Years.

Federal Estate Tax Returns and Audits

While there have been fewer federal estate tax returns required to be filed due to increases in the federal estate tax credit, clients with larger estates often seek assistance from O'Reilly Rancilio's estate planning attorneys with respect to the filing of required estate tax returns. Depending upon the assets of the estate, this process may involve one or several of the following services:

  • Gathering of asset information from you (including reviewing past gifting and asset basis information) to determine whether federal or state estate tax returns need to be filed
  • Obtaining necessary appraisals
  • Determining whether alternate valuation, special elections, or other tax options should be elected or utilized to reduce or defer tax liabilities
  • Preparing and providing supporting documentation for federal and estate tax returns

Knowing how and when to use valuation techniques and sophisticated discounts in appropriate situations enables possible reduction or elimination of tax liability, sometimes completely eliminating the need to file a tax return.

While O'Reilly Rancilio has observed reductions in the number of audited estate tax returns, in many cases, there is a need to provide additional information to the Internal Revenue Service in order to obtain an estate tax closing letter. Having competent counsel supporting you can significantly reduce your anxiety, and in many instances, your tax liability. The tax attorneys of the firm can expedite accomplishing your goals.



Our federal estate tax returns and audits attorneys are:


Press Room

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O’Reilly Rancilio attorney Brian Grant will host “Estate Planning Mistakes and How to Avoid Them” on March 16, 2022, at 10 a.m. at the Sterling Heights Senior… Read More
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Hayley Tomich, of Grosse Pointe Park, recently joined the O’Reilly Rancilio legal team as an associate. She joins the firm’s business law, litigation and dispute… Read More
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The Michigan Supreme Court’s changes to case evaluations, which went into effect on Jan. 1, allow litigants to avoid the case evaluation process by specifying anot… Read More
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