Estate Planning & AdministrationThe 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.
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.