• Prepared wills, revocable trusts and irrevocable trusts with basic and sophisticated substantive provisions and sophisticated tax planning including reduction of estate taxes and minimization of capital gains taxes when inherited assets are subsequently sold.

  • Implemented litigation strategy in a long-term family dispute, with resolution short of trial.

  • Preparation of complex federal estate, gift and generation-skipping transfer tax returns, as well as a non-resident Massachusetts estate tax return for a decedent with complicating Massachusetts affiliations.

  • Multiple representations of clients before probate court on contested estate administration issues, allowance of accounts for large trusts, and guardianship of a minor.

  • Advised clients on complicated income, estate and generation-skipping transfer tax issues following the sale of high-value family-owned asset.