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Scope of Services

 We work with families and individuals to develop creative estate planning strategies customized to meet our client’s specific needs, including:

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  • Through conversations with clients regarding their parental values, develop specific instructions to the clients’ nominated Guardian regarding care and education for a minor or disabled child, and letters of intent to the successor Trustees of the clients’ Trusts regarding payments on behalf of the child and her Guardian.

  • Counsel a couple on dividing their estate among children from separate marriages.

  • Advise clients on devising real estate to the next generation, including strategies that will provide flexibility in ownership and control of properties.

  • Develop a charitable planning strategy that will foster a family’s philanthropic intentions by establishing their own Private Foundation.

  • Collaborate with the owners of closely-held businesses and their tax and financial advisors for the businesses to succeed to the next generation. 

 

The firm's estate planning practice also includes complex gifting strategies, charitable planning, advice to fiduciaries, special needs planning, and an ongoing advisor to private foundations on governance and compliance matters.  

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We strive to develop long-term relationships with our clients.  We see ourselves as ongoing estate and tax planning advisors to our clients and their families, not only assisting with updating the foundational estate planning documents and the implementation of gifting strategies, but also  assisting them in the event of a client's death.  We provide estate and trust administration services upon the death of a client, including:

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  • Appointment of Personal Representative for estates that require a probate.

  • Preparation of estate tax returns.

  • Funding and ongoing advice regarding the administration of the decedent's trusts benefiting the surviving spouse and descendants.

  • Assisting third-party Trustees with the administration of irrevocable trusts.    

617.329.9616

611 Main Street, Suite 205, Winchester, Massachusetts 01890

©2017 by Taxandtrustlaw.com

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