Alex Crean is an associate in Nixon Peabody’s Private Clients group. Alex focuses her practice in the areas of estate planning, tax planning and estate and trust administration.
I work with clients to create custom estate plans that reflect individuals’ and families’ planning and wealth transfer goals, as well as implement time-tested techniques to reduce and/or eliminate estate taxes and avoid probate. I also assist fiduciaries with estate and trust administration process. More specifically, I guide named and appointed personal representatives through the probate process, advise trustees on the management and distribution of trust assets and recommend to both best practices to help avoid costly and time-consuming litigation.
The recent increase in the federal estate tax exemption will likely affect many estate plans, in some instances for the better, in terms of accomplishing individuals’ and families’ planning and wealth transfer goals. In 2017, there were numerous bills filed in Massachusetts relating to the estate tax, which, if passed, could similarly affect many estate plans. I will be following these bills as they are considered by the Massachusetts Legislature in 2018.