The attorneys in our Probate and Trust Administration Group assume responsibility for the often-complex process of settling estates ranging in size from the relatively modest to multi-million-dollar estates. This includes the preparation and filing of documentation with the probate court, the collection and appraisal of estate assets, the payment of debts and expenses, the preparation and filing of estate tax and fiduciary income tax returns, post-mortem tax planning, and the distribution of assets to the beneficiaries. Our attorneys and paralegals have many years of experience in providing these services in a thoughtful and efficient manner designed to minimize stress on family members.
Our attorneys often act in a fiduciary capacity, serving as trustees of both revocable and irrevocable trusts that we help establish for our clients. In our role as trustee, we give personal attention to the needs of trust beneficiaries while paying careful attention to the investment of trust assets and keeping in mind the goals and objectives of the individual who established the trust.
Patricia Davidson was quoted in Massachusetts Lawyers Weekly article, "Widow Gets Appreciation on her Share of Estate"
In the absence of language in a premarital agreement suggesting otherwise, is a surviving spouse entitled to benefit from the appreciation of the value of her share of the assets in her late husband's estate occurring in the years between his death and the settlement of the estate?[ read full story ]
Lisa Neeley Prevails - SJC Rules House in Nominee Trust Not a Countable Asset for MassHealth[ read full story ]
Joint Ownership: The Good, the Bad and the Ugly[ read full story ]
Lisa Neeley Quoted in MLW, "Bar wary even after SJC rules against agency"[ read full story ]
SJC rules in favor of Lisa Neeley in Nadeau v. Director of Medicaid[ read full story ]
PLANNING TO KEEP CONTROL
This article was co-authored by Arthur Bergeron and Leah Kofos. Does this dilemma sound familiar? On one hand, you want to keep control of your life and make all of financial and medical decisions yourself. On the other hand, you …[ load webpage to read more ]
Living with Memory Loss
Thirty years ago next month, my mother died in a nursing home. Back then, there weren’t open discussions, shared knowledge, or resources available to people with Alzheimer’s Disease. Most seniors died from “hardening of the arteries” or just “old age.” …[ load webpage to read more ]
Emergency Broadband Benefit
One lesson the pandemic has taught us is that having Internet access is essential, now more than ever. However, many people are struggling to afford Internet services. Luckily, a new federal coronavirus aid program might be able to help. Launched …[ load webpage to read more ]
COVID-19 Funeral Reimbursement Program
Has a loved one passed away due to COVID-19 complications? If so, you may be eligible for a government reimbursement for funeral expenses to assist with funeral services, interment, and cremation. The assistance is limited to a maximum reimbursement amount …[ load webpage to read more ]
Durable Powers of Attorney: What You Should Know
You have worked hard to grow and nurture your assets throughout your lifetime. What happens if, due to illness, hardship, or other difficulty, you are unable to continue to do so? A Durable Power of Attorney answers this question. A …[ load webpage to read more ]
Do I Need a Health Care Proxy?
If you have found yourself asking this question, the answer is an emphatic yes. Health Care Proxies are one of the most important documents in your estate plan. So what is it, and why is it so important? A Health …[ load webpage to read more ]
Financial Planning for Seniors
This article was authored by elder law attorneys Arthur P. Bergeron and Leah Kofos. To whom do you trust to give your financial planning advice? Your accountant? Your kids? The guy you have coffee with at Dunkin Donuts? Your lawyer? …[ load webpage to read more ]
Extension of 2020 Massachusetts Tax Return Filing and Payment
This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. Following the recent federal extension for tax filings, Massachusetts has announced that it will extend the filing and payment deadline for individual income tax returns until …[ load webpage to read more ]
Extension of 2020 Federal Tax Return Filing and Payment
This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. The Internal Revenue Service announced yesterday that the federal income tax filing and payment deadline for individuals will be extended until May 17, 2021. This extension …[ load webpage to read more ]
A Few Tips for Tax Season
This article was authored by elder law attorneys Arthur P. Bergeron and Leah A. Kofos. I love being at Mirick O’Connell because when my elder clients inevitably call me at this time of year asking tax questions, I can always …[ load webpage to read more ]