The SVA Companies

Currently, The SVA Companies is one of the most prestigious estate planning service providers in the United States. The company is headquartered in Madison, WI. The estate planning professionals working under The SVA Companies are popular for their personalized services.
About The SVA Companies
The SVA Companies is a well recognized business and tax law consultancy firm based in the U.S. The headquarters of The SVA Companies are located in Madison, Wisconsin. The SVA Companies offers a varied range of estate planning services to the clients with the help of a group of experienced and skillful estate planning professionals. Estate planning is a procedure in which a real estate owner can be able to ascertain how he wishes to manage his real properties at the time when he is alive and also when he is dead.

The SVA Companies focuses on customer based estate planning and their services are designed in such a way so that they are capable of satisfying the objectives of the customers. The estate planning professionals of the SVA Companies help the clients in developing their real estate planning strategies. In this way, the real estate owners can reap the maximum possible benefits. In addition, SVA tries to educate the clients on tax issues in order to help them accomplish their objectives.
Services of The SVA Companies

The services of the SVA Companies can be categorized into the following types:
Formulating a strategy for protection of asset
Revaluation of trusts, wills, marital property contracts and associated records
Helping the lawyer or attorney with setting up estate planning trusts: credit shelter trusts, life insurance trusts, residential trusts, QTIP trusts, as well as generation skipping trusts
Acting in the form of a personal representative or helping the fiduciary of a real estate
Family business succession planning
Before death and after death planning associated with funding of trust and allocations
State and federal estate tax returns (Form 706 and the state equivalent of that)
Final income tax returns for the deceased person (Form 1040)
Valuation of assets

Family Limited Partnerships
Counseling on planning and gifting programs
Assessment of the value of assets
Charitable transfer planning
Private foundations (Form 990 PF)
Gift tax returns (Form 709)

Acting in the form of trustee
Fiduciary accounting and administration of trusts
Making plans for cumulated distributions
Planning on trust distribution
Split-interest trusts, for example charitable remainder annuity trusts and charitable remainder unitrusts (Forms 5227)
Revaluation and analysis of trust contracts
Fiduciary income tax returns of estates and trusts (Form 1041)
Contact Details:
The SVA Companies
1221 John Q. Hammons Drive
Madison, WI 53717
Phone: 800.279.2616
or 608.831.8181
Fax: 608.831.4243

More Information on Estate Planning
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Advanced Estate Planning Estate Planning Taxation
Estate Planning Advice Estate Planning Tools
Estate Planning Council Estate Planning Wills
Estate Planning Documents Power of Attorney
Estate Planning Guide Estate Planning Lawyer

Last Updated on : 30th July 2013

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