Probate and Trust Administration

The attorneys in our Probate and Trust Administration Group assume responsibility for the often-complex process of settling estates ranging in size from the relatively modest to multi-million-dollar estates.   This includes the preparation and filing of documentation with the probate court, the collection and appraisal of estate assets, the payment of debts and expenses, the preparation and filing of estate tax and fiduciary income tax returns, post-mortem tax planning, and the distribution of assets to the beneficiaries. Our attorneys and paralegals have many years of experience in providing these services in a thoughtful and efficient manner designed to minimize stress on family members.

Our attorneys often act in a fiduciary capacity, serving as trustees of both revocable and irrevocable trusts that we help establish for our clients. In our role as trustee, we give personal attention to the needs of trust beneficiaries while paying careful attention to the investment of trust assets and keeping in mind the goals and objectives of the individual who established the trust.

WBJ names the 2025 Best of Business award winners- Mirick selected as Best Law Firm

[ read full story ]

Allen Falke Published in Kiplinger "To Protect Your Kids, Consider These Estate Planning Steps"

[ read full story ]

Allen Falke Published in Kiplinger "What to Discuss With Your Aging Parents as They Get Older"

[ read full story ]

Patricia Davidson was quoted in Massachusetts Lawyers Weekly article, "Widow Gets Appreciation on her Share of Estate"

In the absence of language in a premarital agreement suggesting otherwise, is a surviving spouse entitled to benefit from the appreciation of the value of her share of the assets in her late husband's estate occurring in the years between his death and the settlement of the estate?

[ read full story ]

Joint Ownership: The Good, the Bad and the Ugly

[ read full story ]

Extension of 2020 Federal Tax Return Filing and Payment

03/19/2021[ read full story ]

Patricia Davidson to Present "Updates in Probate Law" at the 2021 MBA Probate Law Conference

11/08/2021[ read full story ]

Trusts and Estates Newsletter - Spring 2018

06/01/2018[ read full story ]
 

Our Practices