TRUST AND ESTATES

 

Trusts and Estates

Our attorneys know that it is difficult to acquire assets, but that it can be very easy to lose them in a moment of indecision, through poor advice and planning or in executing flawed documents.

At S&F we are ready to meet these challenges. Skill and clear vision are required to plan for the disposition of assets during lifetime and at death, and to do so in such a way as to achieve our clients’ wishes, while at the same time minimizing taxes. S&F offers individual attention and sophisticated tax planning in the areas of estate planning, estate administration, and trust administration. Our estate planning practice incorporates wills, revocable and irrevocable trusts, powers of attorney, health care proxies, beneficiary designations and more.

We offer high quality estate planning regardless of the size of the individual’s estate. The net worth of our estate planning clients ranges from modest to multi-million dollar estates. We are involved with our clients from the initial interview all the way through the execution of their documents and implementation of their plans. Our attorneys are familiar with the new Massachusetts Uniform Probate Code and the Massachusetts Uniform Trust Code, which became effective on March 31, 2012.

 

ESTATE PLANNING

  • Wills
  • Revocable Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Health Care Proxies
  • Beneficiary Designations
  • Tax Advice
  • Instruments of Donative Intent
  • Gift Tax Calculations
  • Gift Tax Returns

ESTATE ADMINSITRATION

  • Probate Proceedings
  • Administration Proceedings
  • Estate Tax Calculations
  • Estate Tax Returns
  • Ancillary Administration
  • Advice to Personal Representatives

TRUST ADMINISTRATION

  • Accounting
  • Tax Advice
  • Advice to Trustees
  • Review of Documents