OUR SERVICES

(Please click the link for further information regarding each service.)

ESTATE PLANNING - We create custom estate plans for individuals and families that are designed to further their unique personal and financial goals.

ESTATE ADMINISTRATION – We provide assistance to clients throughout the entire process of the administration of an estate, including the preparation and filing of Federal and Massachusetts Estate Tax Returns, the completion of the probate process, and support and counsel to fiduciaries as required.

EXECUTOR SERVICES – Our attorneys serve as counsel to Executors and upon request, will serve as Executor or co-Executor of an individual’s estate.

TRUST ADMINISTRATION – Our attorneys also serve as counsel to trustees and upon request will also serve as trustees or as co-trustees for a variety of trusts.

BUSINESS FORMATION – We provide advice and counsel regarding many aspects of business law, including the choice of business entity and the creation of business documents.

BUSINESS SUCCESSION PLANNING – Our attorneys work closely with our clients to resolve ownership issues and assist with the transfer of closely held businesses interests.

WEALTH STRATEGIES DESIGN – We work with high net worth families to create a six step process to minimize the effect of estate taxes through the evaluation, design, implementation, and monitoring of individualized Wealth Strategies Designs.

CHARITABLE PLANNING – We create uniquely designed plans to facilitate both lifetime and estate charitable giving, through the use of such vehicles as Charitable Lead Trusts, Charitable Remainder Trusts, Support Organizations and Private Foundations.