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 QuestionnaireTrusts & Estates
Representative Publications
Tax-Advantaged Savings Accounts for Individuals with Special Needs Finally Available in Rhode Island
Forget that Prince had no Will, What About the Estate Tax Problems?
Part II: Taking Investment Advice with a Grain of Salt: The DOL Fiduciary Rules May Help Your 401(k) Plan Participation
Part I: Taking Investment Advice with a Grain of Salt: The DOL Fiduciary Rules May Make You Rethink that Rollover
"Make a New Year's Resolution to Review Your Estate Plan in 2014"
"Inflation Adjustments for 2014 Transfer Tax Exemptions"
"Estate Planning Awareness Week, October 20 – October 26"
"Deadline to Make Portability Election Extended"
"Reviewing Your Estate Plan is One Resolution You'll Want to Keep in 2012"
"Federal Income, Estate and Gift Taxes"
Recognitions
Partridge Snow & Hahn Adds Four New Partners in 2022
Partridge Snow & Hahn Welcomes Elizabeth Manchester & Sheridan King
Partridge Snow & Hahn Welcomes Elizabeth Oliveira Manchester
PS&H Attorneys Named 2018 Super Lawyers and Rising Stars
Partridge Snow & Hahn LLP Announces New Counsel
Partridge Snow & Hahn attorneys have been named to the 2017 edition of Best Lawyers in America®
Trusts & Estates
Related Attorneys
Partner
Elizabeth O. Manchester
Counsel
Neil B. Smola
Senior Counsel
Daniel C. Perry
Steven E. Snow
Of Counsel
Michael A. Kehoe
Joseph H. Matzkin