We assess the personal and financial goals of the client, analyze the impact of tax laws on those goals and prepare wills, trusts, powers of attorney, health care proxies, charitable trusts, and other documents to implement those goals.
We provide all the necessary services from the probate of wills and administration of estate accounts to the preparation and filing of Federal and state estate tax returns.
We work with independent investment advisors to manage numerous trust accounts, which are individually invested to maximize the benefits for trust beneficiaries while adhering to each trust's objectives and applicable law.
We advise individuals and businesses on income, gift, and estate tax planning and represent clients before the IRS and Massachusetts Department of Revenue. We prepare tax returns for individual, fiduciary, estate, corporate, partnership, and non-profit clients.
We represent buyers and sellers of residential and commercial properties. We advise and represent clients in landlord-tenant matters, including residential and commercial leasing, tax deferred exchanges (also known as IRC Sec. 1031 exchanges) and real estate tax abatements.
We advise clients on general business matters, including corporate formation. We help our business clients address legal issues that arise in the normal course of running a business. For clients with a closely-held or family business, our attorneys work with our tax and estate planning staff to achieve both the business and personal objectives of the client.
We help clients develop intellectual property, register trademarks and copyrights, and acquire and transfer rights. We also represent clients as licensors and licensees in contract negotiations and in the litigation of intellectual property disputes in federal court.
We prepare the underlying documents that establish and govern non-profit organizations, including applications to the IRS to achieve tax exempt non-profit status. We provide ongoing counsel, assist with the filing of state and federal tax returns, and maintain corporate records.