    
Estate planning and trust and estate administration are perhaps the most personal areas of the law, and the firm is positioned to provide full service legal assistance to Massachusetts residents and those out-of-state clients owning real estate in Massachusetts. Helping people plan for their loved ones and their assets requires skill and sensitivity, and the attorneys pride themselves with both. With the federal estate tax in a state of uncertainty and the Massachusetts estate tax applying to more and more estates, proper planning is crucial in order to avoid or reduce, insofar as possible, estate taxes owed at one’s death. Additionally, clients want to make sure their dispositive provisions (who gets what and when) are achievable and enforceable.
Owning highly appreciated real estate is a blessing, which at times presents complex planning opportunities. While nobody should be without a will, revocable trusts, qualified personal resident trusts and lifetime gift planning tools have become more commonplace for Island property owners.
When the time comes to settle an estate or administer a trust, our firm provides local, efficient and knowledgeable service on matters within and outside the probate court.
|
