Estate Administration



We bring sensitivity and skill to the estate settlement process during an inherently difficult time for clients. We administer both simple and complex estates with thoughtful consideration for all involved.

Our approach

Our clients need experienced and efficient handling of their loved one’s estate-related legal and tax matters.

We have an extensive understanding of the options available during the estate settlement process. We utilize this knowledge to ease the burden on families as we help them navigate the settlement process.

We can assist with:

  • Probating of wills
  • Collection, valuation and distribution of assets
  • Funding of trusts
  • Retirement plan distributions
  • Postmortem estate and tax planning
  • Disclaimer planning
  • Portability planning
  • Preparation of federal and state estate tax returns
  • Preparation of fiduciary income tax returns
  • Federal and state audits
  • Multistate and multinational estate administration

We work with:

  • Individuals and families
  • Banks
  • Trust companies
  • Family offices
  • Accountants

Trump’s tax overhaul could make history, but can it work?

The Boston Globe | November 13, 2016

This piece focuses on a prospect of a tax overhaul in a Trump administration. Boston private clients partner Sarah Connolly comments on how the political climate (now a Republican Senate, Republican House, and Executive Office) is well positioned to repeal the estate tax given the Congressional majority is Republican.

Trumps changes to the tax codes may encourage dynastic wealth

The New York Times | November 12, 2016

This article discusses President-elect Trump’s tax code proposals and how he plans to repeal the estate tax. Boston Private Clients partner Sarah Connolly is quoted discussing how changes to the estate tax likely won’t impact Trump’s supporter base.

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