Trust & Estate Planning

Your Trust is Our Estate

SM

Comprehensive estate planning for wealth transfer and tax planning

Probate, estate and trust administration

Asset and liability protection planning

Structuring for efficient wealth transfer to younger generations

Charitable giving and philanthropic planning 

Estate tax strategies for small business owners 

Living trusts and healthcare directives

We serve as counsel to innovators, entrepreneurs, thinkers and high net worth individuals and families in the planning of their estates. In particular, our global expertise allows us to assist in the management of asset and trust portfolios spanning jurisdictions, countries and continents. 

Whether the need is the development of a simple will and estate plan or the active and comprehensive management of a global portfolio, our lawyers and advisor network act as trusted counsel to those seeking advice regarding their most private, intimate and valuable wealth and estate planning needs. 

Contact us to discuss the trust and estate planning services our team can provide for you, your family, and your businesses.  

Our journey as attorneys and advisors has had Boston at its core throughout our lives. As we continue to touch more of the world, we are energized to have Boston as our base.  Our Boston offices are located at 10 Post Office Square.

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