Hughes, Snell & Co., P.A.
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Estate and Trust Services

Hughes, Snell & Co., P.A. brings you over 35 years of experience as a firm in providing tax, accounting and business advisory solutions to our clients. 

We have a team of CPAs, professional and supporting staff that specialize in estate and trust services and are trained and experienced in handling all aspects of estate and trust matters.  These matters include both planning- and compliance-based services.

As CPAs, we are uniquely qualified to advise you in your estate and trust matters.  We also believe that in working as a team with your attorney and financial advisors we can help develop, implement, and execute the best plan for you.

We believe in a common sense approach to estate planning that is customized for your situation.  Please call on us to discuss how we can help you and to discuss the services you require. 

Some examples of the estate and trust services we offer are listed on the back of this page.

Planning Services

  • Estate Planning
  • Pre-and Post-Mortem Tax Planning
  • Retirement Planning
  • Charitable Giving
  • Estate and Trust Distribution and Funding
  • Attorney and Corporate Fiduciary Recommendations
  • Business Succession Planning
  • Lifetime Gifting Techniques
  • Asset Protection Planning
  • Planning for Life Insurance Protection
  • Planning for Unique Family Issues

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Compliance Services

  • Federal Estate Tax Returns and IRS Audit Representation
  • Federal and State Fiduciary Income Tax Returns
  • Charitable Trust Returns and Administration
  • Gift Tax Returns
  • Fiduciary Accounting for Estates, Trusts and Guardianships
  • Private Foundation Exemption Applications and Tax Returns

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Telephone:  (239)939-2233                       Email:  accting@hughessnell.com
FAX:  (239)939-0554
1470 Royal Palm Square Boulevard
Fort Myers, FL 33919 

IRS Circular 230 Disclosure:  In order to ensure compliance with IRS Circular 230, we must inform you that any U.S. tax advice contained in this transmission and any attachments hereto is not intended or written to be used and may not be used by any person for the purpose of (i) avoiding any penalty that may be imposed by the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein.

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accting@hughessnell.com