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.

Estate Planning

  • Wills

  • Revocable Living Trusts

  • Irrevocable Life Insurance Trusts

  • Special Needs Trusts/Supplemental Needs Trusts

  • QPRTs

  • Charitable Remainder & Lead Trusts

  • Private Foundations

  • GRATs

  • Durable Powers of Attorney

  • Health Care Proxies

  • Living Wills

  • HIPAA Releases

Estate Administration/Probate

  • Advising personal representatives, executors and administrators

  • Probate of testate and intestate estates

  • Preparation of federal and state estate tax returns

  • Funding of trusts

  • Post-mortem planning

Trust Administration

  • Advising family, corporate and professional trustees on all aspects of trust administration

  • Serving as trustee for clients and their families

Asset Protection

  • Limited Liability Companies (LLCs)

  • Prenuptial Agreements

  • Irrevocable Trusts

  • Homestead Declarations

Elder Law/Medicaid Planning

  • Advanced and Crisis Planning

  • Irrevocable Trusts

  • Life Estates

  • Annuities

Probate Litigation

  • Representing both fiduciaries and beneficiaries

  • Contested and uncontested matters

Representative Engagements

  • 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.

Get A Consultation

For a consultation, or to learn more about our law firm and services, please contact us.

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