Estate Planning & Probate Law
MPBA provides comprehensive trust and estate planning and administration services, including probate, wealth transfer planning, and business continuation planning services for clients with modest to very large estates. The attorneys in the Trusts and Estates Group practice primarily or exclusively in the estates and trusts area and all have advanced degrees in federal taxation. They are knowledgeable and experienced in planning for and reporting federal and state estate taxes, federal generation-skipping transfer tax and the federal gift tax. Services include:
- Basic or complex wills
- Revocable trust agreements
- Lifetime gift trusts (including Crummey or Cristofani)
- Qualified personal residence trusts
- Irrevocable life insurance trusts
- Family partnerships and limited liability companies
- Charitable gift planning
- Retirement account planning
- Probate administration
- Federal and state estate tax returns
- Fiduciary and decedent's final income tax returns
- Federal gift tax returns and related IRS audits
- Fiduciary accountings
- Wealth transfer planning
- Lifetime gift program management services