Estate Planning & Wealth Management

Estate Planning & Wealth Management

We have approximately 2000 estate planning clients, from every economic spectrum. We have experience in nearly all sophisticated estate planning techniques that are useful to high wealth individuals but we pride ourselves principally on taking care to learn the personal circumstances of our clients. We do not let tax avoidance and reduction techniques obscure more fundamental estate planning goals, and we are sensitive to our clients’ tolerance for risk and complexity. We have particular expertise in the area of planning for family lands. We represent two of the largest area land trusts, and Daniel Perry has published a well received article on Massachusetts conservation restrictions. We also bring to that area extensive expertise in the area of zoning, subdivision, wetlands and other laws that affect real estate value, which help us to give the most effective advice to our landholding clients.

  • Trust and Estate Administration
  • Estate Planning
  • Agricultural Preservation Restrictions
  • Family Asset Preservation
  • Estate Tax Return Preparation
  • Gifting Programs
  • Charitable Giving
  • Special Needs Trusts
  • Estate Planning Issues related to:

– Family Land Holdings
– Estate Tax Portability