Expand your Capabilities

Have a busy estate administration practice? If you specialize in estate planning, my knowledge and experience can complement your own. I can jump in and help out when you get too busy.
Currently turning away estate administration? If estate administration and tax return preparation aren’t your specialties, my expertise in these areas can increase the services you provide – making your practice more competitive and profitable.
Busy litigator? I can help the busy litigator with research and drafting of memoranda and briefs.
Something else? Let’s talk

Estate Administration, from start to finish

  • Identify and evaluate assets
  • Open probate and claim financial accounts
  • File estate tax return
  • Manage sale or distribution of real estate
  • Distribute estate assets with Receipts and Releases
  • Close probate with final Accounts
  • Work closely with clients to help them understand and feel comfortable with the decisions they make
Gift, Estate & Fiduciary Income Tax Returns

  • Prepare gift, estate and fiduciary income tax returns for trusts and estates
Guardianships & Conservatorships

  • Obtain Probate court appointments for uncontested Guardianships and Conservatorships
  • Prepare Conservator’s Accounts

Estate Planning

  • Draft wills, revocable and irrevocable trusts, durable powers of attorney, health care proxies and client correspondence discussing the estate plan
  • Analyze lifetime gifting to determine Massachusetts estate tax savings
Trust Administration

  • Advise on beneficiary rights and fiduciary obligations
  • Administer trusts including claiming and distribution of assets, preparation of tax returns and Accounts
Estate Plan Implementation

  • Transfer real estate in and out of trusts
  • Prepare beneficiary designations for retirement and life insurance accounts
  • Retitle bank and investment accounts

Legal Research and Writing

  • Research and draft memoranda and pleadings
  • Prepare client correspondence

 

Don’t see your need?
Contact me to see how I can help