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While there are common scenarios and situations, we understand that each of our client's circumstances, wishes, and needs are unique to them. We counsel and work with our clients and their loved ones to develop plans that suit their goals.
The list of services we provide to families like yours is extensive, as each stage of life presents some challenges- and opportunities.
Estate Planning
- Wills, Trusts, Healthcare Proxies and Powers of Attorney
- Wealth Transfer Planning
- Business Succession Planning
- Tax Planning
The clients we represent come from a variety of backgrounds: from principals of closely-held businesses facing succession and liquidity planning issues to executives at public companies, from families just starting out and concerned about guardianship issues to families with mature children and concerns about aging parents, from single-parent families to same-sex-parent families, and from families faced with nursing home and health care issues to families with a non-citizen spouse facing sophisticated international and federal estate tax issues.
Elder Law
- Asset Protection Plans
- MassHealth Planning
- Incapacity Planning
- Special Needs
Our attorneys assist clients in developing asset protection plans to maximize quality of life while preserving finances for future generations. We provide guidance to elderly clients and their family members in connection with MassHealth (Medicaid) planning, and assist clients with special needs to help minimize the adverse consequences of becoming disabled.
Probate and Trust Administration
- Preparation and Filing of Documentation with Probate Court
- Collection and Appraisal of Estate Assets
- Payment of Debts and Expenses
- Preparation and Filing of Estate Tax and Fiduciary Income Tax Returns
- Post-mortem Tax Planning
- Distribution of Assets to Beneficiaries
Our attorneys often act in a fiduciary capacity, serving as trustees of both revocable and irrevocable trusts that we help establish for our clients. In our role as trustee, we give personal attention to the needs of trust beneficiaries while paying careful attention to the investment of trust assets and keeping in mind the goals and objectives of the individual who established the trust.
Probate, Trust and Fiduciary Litigation
Within the next two decades, unprecedented wealth will pass between generations in the form of lifetime gifts and transfers through wills and trusts. Inevitably, conflicts concerning this transfer of wealth will arise—often causing painful and expensive disputes. Our attorneys have the requisite experience to counsel the parties involved with these transfers, and they have the tenacity necessary to resolve any disputes that may arise.
The Probate, Trust and Fiduciary Litigation Group represents Personal Representatives, trustees, guardians, conservators, beneficiaries and other family members. The integration of our experienced Trusts and Estates Group with our skillful litigation and trial attorneys enables us to provide sound legal advice and creative dispute-resolution strategies. While our attorneys strive to seek practical, prompt resolutions, they also have extensive experience in court when necessary. Above all, we recognize that it is our responsibility not only to guide our clients through sophisticated financial and legal matters, but also to understand the often complex emotional and psychological challenges of probate litigation.
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