Trusts, Estates, and Taxes

The firm's trusts and estates group provides a comprehensive range of legal services to assist our clients in the management of their assets and estates, including estate planning, tax consultation and business succession planning. We work closely with our clients to understand their specific needs and objectives and draft individualized documents, including wills trusts, healthcare proxies and power of attorneys, designed to meet their objectives and minimize or avoid taxes and expenses. We counsel our high net worth clients in sophisticated estate planning practices utilizing established and approved methods of minimizing estate taxes including, irrevocable life insurance trusts, charitable lead and remainder trusts, qualified personal residence trusts, grantor retained income and annuity trusts, dynasty trusts, family limited partnerships, family foundations and planned gifting programs. We also draft specialized trust documents to address the needs of individuals with disabilities or to preserve the estate assets in the event of prolonged illness or incapacity.

The firm also provides a full range of services for the probate and administration of estates. We represent our clients in their capacity as executors, administrators or beneficiaries of the estate. We are sensitive to the needs and issues that arise during this often difficult period and work to efficiently and professionally complete the probate process and resolve any issues or disputes that occur during this time. The firm also provides counsel and advice to clients regarding post mortem planning options that may meet their objectives or reduce taxes. We prepare when necessary all state and federal estate tax, and income tax, returns and represent the client if any of the returns are audited.

The firm offers other probate services including appointments of guardians or conservators, and approval of estate plans for individuals that lack the required legal capacity to execute these documents individually. We can also provide continuing administrative and accounting services for trustees, guardians and conservators. The firm also counsels fiduciaries of all types on their legal obligations including permissible investment practices.

If you have specific questions regarding our Trusts, Estates & Taxes practice's capabilities, please contact:

Donald L. Graham
617-479-5000
dgraham@mhtl.com

What's Happening @ MHTL?

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Dr. Charles Desmond Receives Award from Massachusetts Black and Latino Legislative Caucus for Black Excellence on the Hill

Congratulations to Charles F. Desmond, Ed.D., for being recognized by the Massachusetts Black and Latino Legislative Caucus (MBLLC) for Black Excellence on the Hill! Charlie has made numberious contributions to society, as well as MHTL as a member of the firm's Advisory Board.  The MBLLC Black Excellence on the Hill event was held at the Massachusetts State House on Wednesday February 4, 2019, and those in attendance include Representative Carlos González, Representative Bud Williams, and Representative Chynah Tyler, who recognized Charlie as an Honoree at the event.

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Legal Updates

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Supreme Judicial Court- Refusing to Grant a Lateral Transfer to a Preferred Position May Constitute an Adverse Employment Action

In a recent decision, Yee v. Massachusetts State Police, the Massachusetts Supreme Judicial Court held for the first time that denying an employee’s request for a lateral transfer can constitute an adverse employment action under the Massachusetts General Laws, Chapter 151B which prohibits discrimination in the workplace.  The Court’s decision addresses the scope of employment actions on which an aggrieved employee may base a discrimination claim, going beyond commonly-challenged actions such as a refusal to hire, a promotional bypass, or discipline.

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