Case | Sabatini


470 Streets Run Road
PO Box 10885
Pittsburgh, PA 15236
Phone: 412-881-4411
Fax: 412-881-4421


105 Bradford Road
Suite 300
Wexford, PA 15090
Phone: 724-940-9444
Fax: 724-940-9452

Palm Beach

By Appointment Only
Palm Beach, Fl 33418
Phone: 412-881-4411
Fax: 412-881-4421

Estate Planning


As tax and legal systems reach new levels of complexity, proper estate planning becomes critical to estate preservation. At Case | Sabatini, we help clients form lifetime transfer plans to reduce estate taxes and maximize family assets. By combining our income and estate tax experience with a clear understanding of our client’s long-term financial goals, Case | Sabatini goes beyond the numbers to see how today’s tax rulings will impact your business, family, and your personal estate.

At Case | Sabatini, we will:

  • Review present wills and trust documents
  • Suggest alternatives to current estate plans and calculate tax savings
  • Review a closely held business for proper valuation and future transfer
  • Review retirement plans and life insurance benefits
  • Identify potential liquidity problems caused by federal and state death taxes
  • Help develop a lifetime gifting program through family-limited partnerships, charitable trusts, and qualified personal residence trusts.
  • Prepare returns to assist with the probate process and final estate accounting, including gift tax returns, final individual tax returns, federal and state estate tax returns, and trust returns

Case | Sabatini

Over 45 years experience. Contact us for more information about your accounting needs.