Featured Client Spotlights

CLIENT SPOTLIGHT: Factory Five Racing

Factory Five Racing was founded in 1995. Over the years they have grown from a start-up business in a small garage to become the world's largest manufacturer of "build-it-yourself" component car kits. They employ a full-time crew of about 40 people, and are located in Wareham, Massachusetts (about an hour south of Boston). They make their products right here in the USA, in the heart of New England where American manufacturing was born.
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        Trusts & Estates

        Estate Planning & Administration

        The Trusts & Estates Group employs a collaborative approach to render the most responsive and cost‑effective services to a wide variety of individual clients on personal and estate planning matters, including wealth preservation, intra-family asset transfers, probate and taxation issues. Of particular interest to many of our clients are gifting and wealth strategies under the 2010 Tax Relief Act.  In addition, we advise families with developmentally challenged members on the benefits of creating Supplemental Needs Trusts (SNT), commonly known as Special Needs Trusts. We regularly advise corporate fiduciaries regarding estate and trust administration matters.

        Fiduciary Representation

        Our attorneys have significant experience in the planning and implementation of complex estate and business succession matters. We represent fiduciaries with respect to probate matters, including guardianship and estate administration. In conjunction with the Firm’s Litigation Group attorneys, we handle estate and trust litigation at both the probate and superior court levels, including will contests and fiduciary liability matters. We administer revocable and irrevocable trusts, including Crummey trusts. We also provide counsel to several local charities and charitable foundations regarding compliance, trust administration and gift giving issues.  

        Personal Planning Questionnaire

        The personal planning questionnaire found below may be completed by those who are interested in having Partridge Snow & Hahn LLP assist with their personal estate plan. The questionnaire is designed to collect information that will assist us in evaluating your estate planning needs. 

        Click here for the Personal Planning Questionnaire


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        Trusts & Estates