Estate Administration

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

Media Clips

9 Ways New Tax Law Could Affect Clients’ Estate Plans

ThinkAdvisor | January 09, 2018

ThinkAdvisor published a write-up on estate tax changes based on the client alert written by Boston private clients counsel Sarah Richards, associate Sarah Roscioli, and paralegal Mary-Benham Nygren.

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

The Boston Globe | November 12, 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 11, 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.

Ideas