Practice Areas

When it comes to estate planning, we have a long history. And in Boston, that's saying something.

We are a highly experienced firm with a comprehensive approach to provide our clients with the highest level of service. Our primary practices include family wealth and estate planning, trust and estate administration, taxation, tax-exempt organizations and private foundations.

Estate & Trust Wealth Transfer Planning Estate & Trust Wealth Transfer Planning
  • Wills
  • Revocable Living Trusts
  • Marital Trusts
Estate & Trust Administration Estate & Trust Administration
  • Fiduciary Services and Trusteeships
  • Estate tax return filings
Taxation Taxation
  • Tax return preparation and compliance
  • Tax audit representation
  • Tax litigation and controversy
Business Law Business Law
  • Entity formation: corporations, LLCs, LLPs, Limited Partnerships
  • Trademarks, Servicemarks
Elder Law and Medicaid Planning Elder Law and Medicaid Planning
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Education Trusts
  • Disability & Handicap Persons Trusts
Fiduciary Services Fiduciary Services
  • Fiduciary Services and Trusteeships
  • Estate tax return filings