Practice Areas: Trusts and Estates

Estate Planning
Our trusts and estates practice includes the counseling of families, businesses, executives, and fiduciaries in conserving, transferring, and managing substantial assets. We provide the full range of estate planning services, including the preparation of Wills and trusts, business succession planning, generation-skipping transfer tax planning, and the implementation of lifetime gift programs and intrafamily sales. Our customized planning and creative solutions to trusts and estates issues are the result of our extensive experience and ability to revise our techniques in response to the frequent changes in tax law. Our Trusts and Estates Practice provides sophisticated legal services on a broad range of federal, state, and transfer tax issues.

Estate and Trust Administration
We advise fiduciaries and beneficiaries in connection with the administration of estates and trusts, including probate and trust matters, disputes involving fiduciaries and beneficiaries, the preparation of probate and trust accounts, federal and Massachusetts estate tax returns and post-mortem income tax planning. We have been involved in complex Will contests and other estate and trust litigation.

Guardianship, Conservatorship, and Civil Commitment Proceedings
We counsel clients in obtaining and administering guardianships and conservatorships, and with regard to civil commitment proceedings.


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