Estate planning and mitigating taxes

[Rich Hupper]

Hello

My mother has over a million in assets and zero debt. I want to help her start planning her estate. I would like to know if she should be consulting an estate planning attorney or a CPA first. I know she wants her properties to be put into a trust and reduce any taxes as much as possible.

Please let me know the best way to proceed and if there are any good referrals here at biggerpockets.

Thank you

[Karolis Matulis]

Generally estate planning attorney's and estate planning CPAs have very close relationships so if you find one you'll find both. 

My firm does a lot of estate planning but we aren't exactly in your area. Perhaps some others can chime in who deal with this more locally to you. 

As far as the transaction goes it shouldn't be too painful as she'll be under the lifetime exclusion so everything can be shifted over to the trust painlessly.