Estate Planning & Wealth Preservation

We provide comprehensive counseling on all aspects of estate planning, including multi-generational estate and tax planning, wealth preservation, asset protection, business succession planning, and all related legal matters. We encourage the active participation of our clients in the estate planning process and work closely with outside professionals in accounting, investment, insurance and banking as our clients’ interests dictate.

By using sophisticated estate planning and wealth preservation techniques, we assist individuals and families, executives and small business owners to preserve and protect their assets, tailoring our plans to meet each client’s objectives.  We also create tax-qualified charitable trusts and private foundations to assist our clients in advancing their philanthropic goals.

We Assist Businesses with Estate Planning Issues

We counsel our business clients to integrate their business and estate planning objectives, to deal with issues of business control, succession and liquidity and to establish a cohesive plan to minimize estate and income taxes.

We assist clients in transferring businesses to appropriate family members and utilize gifting techniques which take advantage of favorable discounted tax values and which permit the freezing of business values for estate tax purposes.

Our Attorneys Are Experienced With Helping Families with Advanced Estate Planning Strategies

Ever concerned with our clients’ futures, we help them to implement living trusts, wills, insurance trusts, multi-generational(dynasty) trusts, family partnerships, limited liability companies, personal residence trusts, charitable trusts and other estate planning documents. We use retirement plan trusts for qualified retirement benefits and IRAs, which provide options for conduit trusts and accumulation trusts.

Our lawyers have lectured nationally on estate and tax planning topics and have co-authored treatises for lawyers and the public on estate planning subjects.

We implement spousal access trusts that provide protection and avoidance of estate taxes and intentionally defective trusts to argument clients’ planning objectives and domestic asset protection trusts in appropriate states.

We Help You Fulfill Your Charitable Intent

When appropriate, we favor the creation of beneficiary controlled trusts whereby responsible beneficiaries have individual trusts that can be accessed for their needs while providing creditor and spousal protection to the extent permitted by law and avoidance of estate tax for generations and which give the beneficiary the flexibility to rewrite the trust for future generations.

We assist clients in structuring and implementing life-time gift strategies, including charitable giving strategies to reduce income and estate taxes.

In many cases, we act as co-trustees for our clients, advising them on all aspects of trust administration.

We Help Families with Special Needs

We work with clients facing particularly difficult situations, such as those affecting seniors with dementia or children with special needs.

Please don’t hesitate to contact us to discuss your estate planning needs at either of our Framingham or our Newton office. We will be pleased to assist you with the care and dedication on which our reputation is built.

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