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ESTATE PLANNING & ADMINISTRATION

Our Estate Planning and Probate and Trust Administration practice group provides a vast array of legal services, including the preparation of:

  • Wills
  • Durable Powers of Attorney
  • Revocable Trusts
  • Irrevocable Trusts
  • Realty Trusts
  • LLCs
  • Corporations

We also provide estate and gift tax-planning, as well as estate settlement and trust administration. Our clients include individuals, families, entrepreneurs and fiduciaries.

We advise our clients on structuring plans designed to maximize lifetime and postmortem transfers, and manage assets for minor beneficiaries. This planning process typically involves an analysis of the income tax, gift tax, and estate tax consequences of various transfers. Planning is especially important when a closely-held business or family real estate holdings are involved. In addition, our attorneys serve as personal representatives and trustees for our clients, providing a professional counterpart to assist with the administration and management of assets.

We provide estate planning services to clients in the Greater Boston area, including: Needham, Newton, Wellesley, Westwood, Natick, Medfield, Medway, Weston and other surrounding towns.

Kelly C. Gill, Head of Estate Planning and Administration Practice

 


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