Related to Elder Law and Estate Planning is our probate, conservatorship and trust administration practice, which assists our clients in dealing with the myriad issues that occur upon incapacity or death.
When a trust is involved, we assist the Successor Trustees in the ongoing management of both living trusts and special needs trusts and work closely with the Trustee’s tax and financial advisors to provide as seamless a transition as possible.
We also represent clients in other matters under the Probate Court’s jurisdiction, including formal probate (when necessary), conservatorship and guardianship proceedings and continuing court supervision of certain trusts. We prepare and participate in audits of estate tax returns where required.
The firm handles will and trust contests, disputes between beneficiaries, and other specialized litigation matters unique to the Probate Court system.