Probate and Estate Administration

We represent Personal Representatives in administering the estates of decedents. Our work includes identifying, gathering, and valuing all property of the decedent and advising Personal Representatives in all aspects of the estate settlement process – from the filing of the probate petition to the closing of the estate. We are experienced in preparing sophisticated federal and Massachusetts estate tax returns that include difficult to value assets, Qualified Terminable Interest Property (QTIP) elections, discounts for closely held businesses and family limited partnerships, generation-skipping transfer tax exemption allocations, and portability elections. Finally, we advise Personal Representatives in making distributions to beneficiaries and funding trusts.

Recent engagements include: