PROBATE ADMINISTRATION

Representation in connection with Probate proceedings including procuring appointment of the Executor or Administrator; coordination of the settlement process and assistance with: (i) the marshaling of assets; (ii) payment of debts; (iii) liquidation of investments; and (iv) distribution to heirs.

Estate Taxes

Preparation and filing of all necessary State and Federal Estate Tax Returns; application of the optimal marital deduction including disclaimer planning to ensure estate tax liability is reduced to the lowest extent possible; and representation in connection with IRS or Massachusetts estate tax reviewer audit.

We offer an array of services including the implementation of estate planning strategies which incorporate the use of Trusts to avoid Probate and reduce estate taxes. We also provide assistance with Medicaid eligibility and asset preservation planning designed to address catastrophic long term care expenses.