Trusts & Estates Legal Services

Protect what matters to you. A custom estate plan can provide control over many financial and inheritance matters, as well as key healthcare issues. Modern strategies such as trusts, estate tax planning, business succession planning, and special needs planning can create a lasting impact on your family and loved ones. Take the first step toward peace of mind by booking an appointment today.

The probate process is highly complex. Serving as the executor or Personal Representative of a will comes with significant responsibility, including tax filings, court petitions, and giving formal notice to beneficiaries. Losing a loved one is difficult enough, whether you are a beneficiary, Personal Representative (Executor), or a relative, expert guidance will ensure you are taking the right steps to protect yourself during the probate and estate settlement process. Schedule a consultation today.

Serving as a trustee involves many complex legal and financial responsibilities, including tax compliance, asset management, and respecting the rights of trust beneficiaries. Expert legal oversight of trust management helps protect beneficiaries and trustees, and ensures that the terms of the trust are properly carried out. If you are facing an issue involving any type of trust, schedule a consultation today to address your concerns.

A Special Needs Trust (SNT) is a trust designed to protect assets for individuals with disabilities while also preserving eligibility for essential government benefits like Supplemental Security Income (SSI) and Medicaid. By placing assets in a properly structured Supplemental Needs Trust, families can ensure that funds are used for the beneficiary’s quality of life expenses and other unmet needs without jeopardizing public assistance.

A Medicaid Irrevocable Trust is trust designed to help individuals qualify for MassHealth (Medicaid) long-term care benefits while also preserving some assets for future generations. This type of trust is usually most appropriate for holding real estate. By transferring assets into an Medicaid Irrevocable Trust, the grantor of the trust must give up legal ownership of the property, but the assets are protected from Medicaid spend-down requirements after the five-year lookback period is complete.