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Frieze & Rosen LLC

781-943-4000

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Practices

CORPORATE and BUSINESS LAW

ESTATE PLANNING, PROBATE, and ESTATE and TRUST ADMINISTRATION

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Estate Planning, Probate, and Estate and Trust Administration

Estate Planning
Our Trusts and Estates practice includes the counseling of individuals, families, 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, estate, gift, and generation-skipping tax planning, and the structure and implementation of lifetime gifts and intrafamily sales.

Estate and Gift Taxation
Our Trusts and Estates Practice provides sophisticated legal services on a broad range of federal and state income and transfer tax issues.

We utilize our extensive experience and ability to revise techniques in response to the frequent changes in tax law to provide  customized planning and creative solutions to trust and estate issues.

Probate, 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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62 Walnut Street, Suite 6
Wellesley, MA 02481

  781-943-4000
781-943-4040

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