We provide estate and tax planning, including multigenerational tax, estate, and gift tax planning, wealth preservation, business succession planning, estate and trust administration, asset protection planning, guardianships, conservatorships, and related legal matters. We work closely with outside accounting, investment, insurance and banking professionals, as needed, to further our clients’ interests. Our clients include individuals, families, corporate executives and owners of closely-held businesses. We work hard to provide exceptional service and to maintain the highest level of integrity.
  We focus on developing comprehensive estate plans for clients, using sophisticated estate planning and wealth preservation techniques.  We also assist families in planning for incapacity and for children with special needs. This process involves asset analysis, estate tax projections and planning strategies, and the preparation and execution of appropriate documents, including living trusts, wills, insurance trusts, family partnerships, limited liability companies, qualified personal residence trusts, charitable remainder trusts, charitable lead trusts, minor’s trust, irrevocable trusts, grantor retained income trusts, grantor retained annuity trusts, durable powers of attorney, health care proxies, and living wills.
We represent personal representatives and trustees in all aspects of estate and trust administration in Massachusetts, including filing and preparation of necessary probate documents and other documentation required by law, collection of estate assets, funding of living trusts, personal representatives and trustee accountings, distribution of assets to beneficiaries, preparation and filing of estate tax returns, and representation of estates in tax audits before the Internal Revenue Service and Massachusetts Department of Revenue.