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Private Client

Overview

Nutter’s Private Client Services team provides individualized, practical advice and legal counseling to high net worth individuals and families on a wide variety of issues. Private clients including entrepreneurs, private business owners, investors and physicians, among others, look to Nutter to attend to their personal business needs in a responsive and confidential manner. This cross-disciplinary team works closely with our clients and their advisors to develop a unique and personal approach to meet each client’s goals and objectives.

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Representative Matters

Representative Matters

  • Administered two estates using the one-time 2010 option to elect out of the federal estate tax

    Administered two estates using the one-time 2010 option to elect out of the federal estate tax.

  • Prepared single act petitions for appointment of limited conservators in the Massachusetts Probate Court

    Prepare single act petitions for appointment of limited conservators in the Massachusetts Probate Court.

  • Managed annual gift program to transfer interests in client’s Cape Cod property to descendants

    Managed annual gift program to transfer interests in client’s Cape Cod property to descendants to maintain family residence and minimize estate taxes.

  • Estate and business planning succession for a $20mm family held corporation

    Represented multiple generations in estate and business planning succession for a $20mm family held corporation.

  • Prepared a $35mm estate tax return involving foreign real estate

    Prepared a $35mm estate tax return involving closely held business interests and foreign real estate.

  • Prepared an estate tax return involving valuation issues for a family farm and a substantial art collection

    Prepared an estate tax return involving valuation issues for a family farm and a substantial art collection.

  • Negotiated the settlement of estate tax audits

    Negotiated the settlement of estate tax audits with taxing authorities concerning the valuation of real estate and a hedge fund interest.

  • Represented trustees in a complaint to determine the appropriate beneficiaries following termination of two trusts

    Represented trustees in a complaint for instructions to the Massachusetts Probate & Family Court to determine the appropriate beneficiaries following termination of two trusts.

  • Advise trustee on family investment holding company, trusts and foundation

    For several years have advised wealthy retired investment manager on his role as trustee of family investment holding company, four family trusts and family foundation, in addition to personal estate planning.

  • Settlement of Federal Gift and Estate Tax Audits

    Successfully negotiated the settlement of several examinations of Federal Gift and Estate Tax Returns involving complex issues relating to the valuation of assets and deduction of expenses. 

  • Multi-state administration

    Administered the estate of an individual with over $100 million in assets in multiple states, using the one-time 2010 option to elect out of federal estate tax. 

  • Roth IRA planning

    Assisted grandparents in preserving Roth IRA accounts for grandchildren in tax-efficient manner.

  • Guardian ad litem in Massachusetts Probate and Family Court Actions

    Served as guardian ad litem in several Massachusetts Probate and Family Court actions concerning complex estate and generation-skipping issues.

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