Trusts & Estates
We provide a broad range of trusts and estates services to our clients.
We assist our clients in developing, implementing, and monitoring comprehensive estate plans which address all of their goals and concerns. We also work with families to administer the estates of family members who have passed away. In addition, we assist our clients with elder law issues, trust administration, asset protection strategies, and probate litigation matters. Our attorneys regularly provide services in the areas below.
Revocable Living Trusts
Irrevocable Life Insurance Trusts
Special Needs Trusts/Supplemental Needs Trusts
Charitable Remainder & Lead Trusts
Durable Powers of Attorney
Health Care Proxies
Advising personal representatives, executors and administrators
Probate of testate and intestate estates
Preparation of federal and state estate tax returns
Funding of trusts
Advising family, corporate and professional trustees on all aspects of trust administration
Serving as trustee for clients and their families
Limited Liability Companies (LLCs)
Elder Law/Medicaid Planning
Advanced and Crisis Planning
Representing both fiduciaries and beneficiaries
Contested and uncontested matters
Established qualified personal residence trusts (“QPRTs”) for family vacation homes in Massachusetts and other states which will allow these properties to stay in the families and result in estate tax savings of more than $1 million.
Advised a family in connection with the sale of an almost 100 year old family business, with particular emphasis on income and estate tax issues and on family members adjusting to suddenly having “real money”.
Worked with several families to establish special needs or supplemental needs trusts for their children with physical, learning and/or developmental disabilities. These trusts will allow the children to remain or become eligible for government assistance programs while still receiving significant economic benefits from the trusts.
Assisted numerous clients, including physicians, business owners and residential and commercial landlords, in asset/creditor protection strategies, including the use of limited liability companies, generation skipping dynasty trusts and family limited partnerships.