Connie Martin is responsible for all areas of estate and trust administration. This includes identifying, collecting, and valuing assets and preparing inventories, fiduciary accountings, family settlement agreements, deeds, and other documents as required. In addition, Connie prepares different types of tax returns, including Federal Estate Tax, Gift (and Generation-Skipping Transfer) Tax, Pennsylvania Inheritance Tax, and federal and state individual and fiduciary income tax returns. She maintains a high level of contact with clients, federal, state, and county officials, and financial institutions.