205 Newbury St, Framingham, MA 01701 (508) 875-5222
189 Wells Ave, Newton Centre, MA 02459 (617) 618-9160

Estate Planning & Wealth Preservation Attorneys for Wellesley Families

Our Estate Planning Group provides comprehensive counseling to individuals and business in Wellesley, Massachusetts 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.

By using sophisticated estate planning and wealth preservation techniques, our Wellesley estate planning attorneys 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 Wellesley 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 Wellesley 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. Our Wellesley estate planning lawyers 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.

Our Wellesley estate planning lawyers 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.

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 Help You Fulfill Your Charitable Intent

Our Wellesley estate planning lawyers 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 Wellesley Families with Special Needs

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

Contact Us For a Free Consultation

Please don't hesitate to contact us to discuss your estate planning needs at either of our Framingham or our Wellesley office. We will be pleased to assist you with the care and dedication on which our reputation is built. Call us for a free consultation with our experienced Wellesley estate planning attorneys today.

Estate planning is for everyone whether they are elderly, rich, or those with families. Rubin Hay PC are Wellesley estate planning attorneys who can help individuals and parents control what happens to their finances and property during incapacity or if they pass away.

Our Estate Planning Group can explain why writing a will or power of attorney yourself plan may actually be worse than doing nothing, such as costing a special needs family member the loss of government benefits or allowing an ex-spouse to inherit assets. 

Wellesley Estate Planning Attorney

An estate planning attorney will be able to help you determine how your assets can be managed during your lifetime and how to distribute them after your death.

An estate planning attorney can also create legally binding documents that ensures you:

  • Can manage your finances;
  • Pay and reduce your estate taxes; and
  • Create a medical plan based on your wishes or needs.

Wellesley Asset Protection Attorney

Asset protection covers many practices such as estate tax reduction strategies, off-shore trusts, Medicaid trusts and domestic asset protection trusts. Contact a Wellesley asset protection attorney to implement and design a highly sophisticated estate planning strategy fit for your family or business.

An asset protection attorney can guide you in all aspects of estate planning as well, including:

  • Revocable living trusts
  • Last wills and testaments;
  • Durable powers of attorney;
  • Advance health care directives or living wills; and

Wellesley Irrevocable Trust Attorney

Trusts can be either revocable or irrevocable. All testamentary trusts become irrevocable once you die. Contact our Wellesley Irrevocable Trust Attorneys today to help you prepare or review your trust.

An Irrevocable Trust Attorney can help you:

  • Avoid probate upon death;
  • Create a plan to manage your properties upon disability or death;
  • Shift your income tax burden to lower income taxes;
  • Reducing estate tax liability; and
  • Avoid gift tax on assets likely to appreciate.

Call us today for a free consultation to discuss your estate planning needs at either of our Framingham or Newton office in Massachusetts.

Read More

Advanced Estate Planning

You've worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities. Read More

Family Limited Partnerships & LLCs

A Family Limited Partnership (FLP) and a Limited Liability Company (LLC) can be a form of ownership among members of a family. The main advantages of such entities are estate and gift tax savings and asset protection. An FLP or LLC also allows you to retain control over the transferred assets while enjoying these advantages. Read More

Asset Protection

People are increasingly using the legal system to unjustly deprive others of their life's work. Business owners, professionals such as doctors, dentists, lawyers, accountants, and property owners in particular are aware of the risks associated with conducting their business, practicing in their respective fields, and taking responsibility for others. Read More

Business Succession Planning

No company can survive without an able owner or manager at the helm. In the event of a key person’s sudden death, illness, or retirement, businesses are often left scrambling to find a suitable replacement. Read More

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205 Newbury Street, Framingham, MA 01701
| Phone: (508) 875-5222
189 Wells Ave, Newton Centre, MA 02459
| Phone: (617) 618-9160

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