Trusts, Wills, and Estates
Our clients need and expect detailed and multi-faceted strategies to create practical and tax efficient solutions that will accomplish their estate planning goals of protecting wealth for their families and the causes most important to them.
Overview
With a hands-on, practical and client centered approach, we create and implement comprehensive estate and tax planning strategies for our clients’ families and their assets.
We administer trusts, estates and charitable entities, serving as trustees and executors to carry out our clients’ objectives over time.
The vehicles we use to protect what matters most to our clients include:
- Wills
- Revocable trusts
- Retirement benefits planning and cash flow analysis
- Irrevocable gift, GRAT, QPRT and life insurance trusts
- Asset protection trusts
- Charitable giving plans
- Lifetime family giving plans
We also help clients ensure that their wishes are carried out with respect to health care and financial decisions.
Being part of a full-service law firm with the complete range of capabilities, we also can help our clients with tax preparation, asset management services, business succession analysis, corporate transactions and retirement benefits planning.
Together, we can formulate an estate or gift plan to protect you and your family, your business and assets.
Our Team
See full teamEvelyn V. Moreno
Partner
Practice Group Leader, Private Clients- Boston
- Office:617.345.6157
- emoreno@nixonpeabody.com
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