Estate Planning

Our attorneys provide individuals and families with sophisticated advice on a wide variety of estate planning and wealth transfer issues. In each case, we tailor our estate planning solutions to address the particular needs of the individual or family. 

The clients we represent come from a variety of backgrounds: from principals of closely-held businesses facing succession and liquidity planning issues to executives at public companies, from families just starting out and concerned about guardianship issues to families with mature children and concerns about aging parents, from single-parent families to same-sex-parent families, and from families faced with nursing home and health care issues to families with a non-citizen spouse facing sophisticated international and federal estate tax issues.

Practice Chair

Tracy A. Craig

Tracy A. Craig
Partner

Arthur P. Bergeron

Arthur P. Bergeron
Of Counsel

Emily L. Crim

Emily L. Crim
Associate

Allen J. Falke

Allen J. Falke
Of Counsel

Leah A. Kofos

Leah A. Kofos
Associate

Janet W. Moore

Janet W. Moore
Partner

Lisa M. Neeley

Lisa M. Neeley
Partner

Tara J. Cushing

Tara J. Cushing
Paralegal

Amy L. McIntyre

Amy L. McIntyre
Paralegal

Free Estate Planning Clinic for Low-Income Veterans

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Joint Ownership: The Good, the Bad and the Ugly

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Even Your Pet Needs an Estate Plan

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Lisa Neeley Quoted in MLW, "Bar wary even after SJC rules against agency"

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SJC rules in favor of Lisa Neeley in Nadeau v. Director of Medicaid

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Tracy Craig authors Kiplinger article, "Should You Give Your House Away?"

06/12/2018[ read full story ]

Trusts and Estates Newsletter - Spring 2018

06/01/2018[ read full story ]

Tracy Craig authors Kiplinger article, "Is Estate Planning Now Dead?"

05/01/2018[ read full story ]

"Limiting State Medicaid Agency Attempts to Expand the Any Circumstances Test: An Analysis of MA Multiyear Legal Battle Over the Use of Irrevocable Trusts in Long-Term Care Planning" by Lisa Neeley

04/18/2017[ read full story ]

Representative Matters

  • Advised clients concerning gift, estate and generation-skipping tax planning 
  • Drafted estate planning documents including wills, durable powers of attorney, health care proxies, revocable living trusts, and homestead declarations 
  • Drafted irrevocable trusts, including life insurance trusts, family gifting trusts and marital deduction lifetime QTIP trusts 
  • Advised clients concerning asset protection issues 
  • Implemented sophisticated leveraged gifting transactions including qualified personal residence trusts, grantor retained annuity trusts, intentionally defective grantor trusts and family limited liability companies 
  • Implemented charitable gifts including the formation and operation of private foundations and gifts to charitable split-interest trusts, such as charitable remainder trusts and charitable lead trusts 
  • Created public charities 
  • Advised clients concerning elder and disability law issues, including asset preservation and Medicaid qualification 
  • Implemented special needs trusts, supplemental needs trusts, irrevocable income-only trusts and private annuities 
  • Prepared estate, fiduciary income tax, estate tax and gift tax returns 
  • Represented clients in tax matters before the Internal Revenue Service and the Massachusetts Department of Revenue 

Sick? Call Your Doctor – Then Call Your Lawyer

This past month two different people called (neither of them were an existing client) with the same story. Each one had a relative close to death and wanted to know if there was anything that should be done.  In each …

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How “Waiving the Will” Could Affect You

In the spring, as part of a my seminar series, I will be presenting “Elder Law for Couples,” in which I will discuss the ins and outs of estate planning for seniors. One of the new issues is a new …

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It’s Tax Time Again – Here Are Four Quick Tips

If you or your spouse is chronically ill, here are four quick tips to consider if you itemize deductions on your income tax returns: LONG TERM CARE INSURANCE PREMIUMS ARE USUALLY DEDUCTIBLE. They are part of your medical expense deduction.  …

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Upcoming Elder Law Legal Clinics

Below is a listing for two of my upcoming programs.  Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my …

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Boston Globe article highlights the importance of estate planning for blended families

A recent article in The Boston Globe – “A patriarch leaves no will and the home he meant for his Cambridge family may be lost” – demonstrates the importance of having an estate plan, particularly with blended families, and shows how not having …

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Things to Consider When Trying to Avoid Probate

Probate is the court process of determining who gets your assets when you die.  A Will does not avoid probate, but it governs who will get your assets owned in your sole name.  To avoid probate, you need to structure …

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Make a Resolution to Talk to Your Proxy Agent

A few months ago I participated in a great event at Milford Regional Hospital.  The Hospital is actively encouraging Milford residents and the neighboring communities (who obviously are all likely future patients there) to not only complete a Health Care …

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Upcoming Legal Clinic

You can always qualify for MassHealth, even at the last minute, if you need nursing home care or a lot of care at home. In this seminar, I will explore how pooled trusts and annuities can help you qualify for …

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Asset Protection for Single Seniors

This past spring I did a set of Council on Aging seminars on the legal issues single seniors face. If you are single, and you want your children or friends to avoid the time and expense of probate after you …

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Elder Law Clinics

My fall elder law presentations kick-off on September 18th!  Learn about Irrevocable Trusts:  Do you need one?  Is the one you have working? Below is a listing of my upcoming programs.  Contact your local Council on Aging for more information …

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Our Practices