Private Client

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

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 to maintain family residence and minimize estate taxes.

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

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.

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 for instructions to the Massachusetts Probate & Family Court to determine the appropriate beneficiaries following termination of two trusts.

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.

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. 

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. 

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

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