Probate and Trust Administration

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.

Practice Chair

Tracy A. Craig

Tracy A. Craig
Partner

Arthur P. Bergeron

Arthur P. Bergeron
Of Counsel

Emily L. Crim

Emily L. Crim
Associate

Allen J. Falke

Allen J. Falke
Of Counsel

Leah A. Kofos

Leah A. Kofos
Associate

Janet W. Moore

Janet W. Moore
Partner

Lisa M. Neeley

Lisa M. Neeley
Partner

Joint Ownership: The Good, the Bad and the Ugly

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Lisa Neeley Quoted in MLW, "Bar wary even after SJC rules against agency"

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SJC rules in favor of Lisa Neeley in Nadeau v. Director of Medicaid

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Tracy Craig authors Kiplinger article, "Should You Give Your House Away?"

06/12/2018[ read full story ]

Trusts and Estates Newsletter - Spring 2018

06/01/2018[ read full story ]

Tracy Craig authors Kiplinger article, "Is Estate Planning Now Dead?"

05/01/2018[ read full story ]

Protecting the Cottage

Are you lucky enough to own that special place, whether it’s a camper in Maine or a house on the Cape, where you, your children and your grandchildren can go to enjoy some time away together during our all-too-brief New …

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If You See Something, Say Something

One of my elder clients (we’ll call her Mary) called about two weeks ago. She had received a call from a caseworker at Springwell, one of the network of regional entities charged by the Commonwealth’s Office of Elder Services with …

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Sick? Call Your Doctor – Then Call Your Lawyer

This past month two different people called (neither of them were an existing client) with the same story. Each one had a relative close to death and wanted to know if there was anything that should be done.  In each …

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How “Waiving the Will” Could Affect You

In the spring, as part of a my seminar series, I will be presenting “Elder Law for Couples,” in which I will discuss the ins and outs of estate planning for seniors. One of the new issues is a new …

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It’s Tax Time Again – Here Are Four Quick Tips

If you or your spouse is chronically ill, here are four quick tips to consider if you itemize deductions on your income tax returns: LONG TERM CARE INSURANCE PREMIUMS ARE USUALLY DEDUCTIBLE. They are part of your medical expense deduction.  …

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Upcoming Elder Law Legal Clinics

Below is a listing for two of my upcoming programs.  Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my …

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Boston Globe article highlights the importance of estate planning for blended families

A recent article in The Boston Globe – “A patriarch leaves no will and the home he meant for his Cambridge family may be lost” – demonstrates the importance of having an estate plan, particularly with blended families, and shows how not having …

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Things to Consider When Trying to Avoid Probate

Probate is the court process of determining who gets your assets when you die.  A Will does not avoid probate, but it governs who will get your assets owned in your sole name.  To avoid probate, you need to structure …

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Make a Resolution to Talk to Your Proxy Agent

A few months ago I participated in a great event at Milford Regional Hospital.  The Hospital is actively encouraging Milford residents and the neighboring communities (who obviously are all likely future patients there) to not only complete a Health Care …

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Upcoming Legal Clinic

You can always qualify for MassHealth, even at the last minute, if you need nursing home care or a lot of care at home. In this seminar, I will explore how pooled trusts and annuities can help you qualify for …

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