Estate Planning

We represent clients in every aspect of estate planning, including drafting of estate planning instruments; reviewing the impact of estate tax laws on the disposition of assets, including life insurance benefits and retirement accounts; advising clients on the proper way to hold assets; and preparing and filing of gift tax returns. In addition to traditional estate planning, we assist those who wish to provide for family members with special needs, and we work closely with families to plan for the financial, health and residential issues of elderly clients.

Estate Administration

We assist our clients in every aspect of the settlement of estates, including the probate of wills, transfer of assets, preparation and filing of estate tax returns, post-mortem estate tax planning, and preparation and filing of fiduciary accounts.

Trust Management

We act as trustees for numerous Trusts, coordinating investment planning, overseeing distributions provided in the trust documents, dealing with trust payments and expenses where required, preparing accountings, and preparing and filing fiduciary income tax returns. We also advise our clients who are trustees on the various aspects of trust administration, including preparation and filing of fiduciary income tax returns, preparation of fiduciary accounts, distribution of trust income and principal, and efficient management of trust affairs to reduce the incidence of income and estate taxes on the trust beneficiaries. We also advise trust beneficiaries on their rights and responsibilities with regard to trusts held for their benefit.

Taxation

We advise individual and business clients on various aspects of tax law, including individual, partnership and corporate income taxes; we prepare all types of income tax returns for individuals and businesses; and we represent our clients before the IRS and the Massachusetts Department of Revenue in tax disputes.

Corporate Law

We assist our clients in every aspect of the choice, formation and operation of corporations, partnerships and limited liability companies, including preparation and filing of corporate charters and registrations of other business entities; preparation of agreements of the members/owners; compliance with annual filing requirements and attendant documentation; preparation and review of contracts; review and development of employee benefit plans; and provision of advice concerning financing, including review of bank lending documents and review of financial statements.

Real Estate

We represent individuals and businesses in connection with purchases and sales; obtaining real estate financing; and residential and commercial leases.