Boston, Massachusetts Estate Planning Lawyers
Massachusetts Estate Planning Lawyer with 13 years experience
- (781) 843-5034
- Free Consultation
David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters,
asset protection, business administration and succession, estate and trust administration, special
needs planning, and charitable planning. David advised families for over eight years at a downtown
wealth management firm on stock option planning, retirement planning, investment portfolio
management, insurance analysis, charitable bequests and income tax reduction strategies, prior to
becoming an attorney.
• Draft simple and pourover wills, revocable estate planning trusts, health care proxies and durable powers of attorney
• Draft asset protection trusts
• Draft self-settled and third party special needs trusts...
I want my clients to know that the law is a tool they can use to enrich their lives. My job is to help with that process, and I do my job by explaining the law to you, not talking...
Mr. Clark handles matters such as discrimination and employment issues, rate setting appeals, institutional child abuse investigations, regulatory compliance hearings, and licensing and approval negotiations with state agencies. Mr. Clark also represents clients in matters involving the Americans with Disabilities Act, and at Probate hearings concerning individuals with disabilities and, for petitions to administer psychotropic medication.
In addition, Mr....
Founder Richard Mucci is a seasoned business litigation lawyer who understands all facets of civil litigation and criminal defense. Having extensive experience...
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
Boston Estate Planning Legal Aid & Pro Bono Services
Volunteer Lawyers Project of the Boston Bar Association
American Civil Liberties Union of Massachusetts
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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