Our attorneys offer basic estate planning as well as sophisticated vehicles to minimize tax liabilities, including qualified personal residence trusts, charitable remainder and lead trusts, family limited partnerships and LLCs, sales to intentionally defective grantor trust and life insurance trusts.

We work to assure the orderly transfer of family owned businesses to future generations with shareholder’s stock purchase and restrictions agreements or grantor retained annuity trusts, among other vehicles.

Our group’s attorneys understand a client’s perspective and can explain complex matters, including tax issues, estate planning, the law of trusteeships, money management, real estate conveyancing, family law, Medicaid and other government sponsored assistance programs.

Attorneys in our group act as trustees for family’s assets in conjunction, often, with a family member also as a trustee.

Our group is responsible for the management and investment of funds for over 350 trusts, with a total market value approaching $250 million.

The Trust Group also specializes in challenging cases involving clients with special needs and disabilities. We will take on difficult matters.

We administer estates in Massachusetts, Rhode Island, New Hampshire, Maine, Florida and elsewhere. We prepare state and federal estate taxes and deal with contested matters in all these jurisdictions.

For your future and beyond.