Practice Areas

Four disciplines.
One family at a time.

The work is the same whether we are drafting a first will or settling an estate four generations in the making — patient counsel, careful drafting, and a single attorney accountable for the relationship.

I.

Estate Planning

The documents — drafted thoughtfully, reviewed regularly — that put your intentions into law.

  • Last Will and Testament
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Healthcare Proxies & Directives
  • Lifetime Gifting Strategies
  • Marital and Bypass Trust Planning

II.

Probate & Estate Administration

Personal representation of executors and administrators through every step of probate and post-mortem trust administration.

  • Probate filings and inventory
  • Federal and Massachusetts estate tax returns
  • Asset valuation coordination
  • Beneficiary disputes and mediation
  • Final distribution and closing

III.

Trusts & Wealth Transfer

Sophisticated trust structures that serve a family across decades, not quarters.

  • Irrevocable Life Insurance Trusts
  • Grantor Retained Annuity Trusts
  • Generation-Skipping Trusts
  • Charitable Remainder Trusts
  • Domestic Asset Protection Trusts
  • Special Needs Planning

IV.

Business Succession

For founders and second-generation owners, the legal architecture that keeps a closely-held company in the family.

  • Buy-Sell and Shareholder Agreements
  • Family Limited Partnership Planning
  • Voting Trust Structures
  • Tax-Efficient Transfer Strategies
  • Governance Counsel for Family Boards

On Compensation

A first consultation is offered without charge.

Subsequent work is billed at hourly rates disclosed in full at the engagement letter, or as a flat fee for defined planning projects. We do not bill for the small phone calls between bigger ones.