Practice Areas

Estate Planning and Estate & Trust Administration

We counsel individuals and families in planning estates of varying size and complexity. Our clients range from individuals with sophisticated tax concerns to persons with more basic family matters at issue. We assess both the personal and financial goals of our clients; analyze the impact of tax laws on those goals; coordinate the various strands involved to create a sound estate plan; and prepare wills, trusts, powers of attorney, health care proxies, and other documents necessary to implement the best plan for our clients.

Kotin, Crabtree & Strong, LLP also advises personal representatives and trustees in the administration of estates and trusts. We provide all necessary services from the probate of wills to the distribution of property to beneficiaries, including the preparation of Federal and Massachusetts income and estate tax returns. We also serve, when requested by our clients, as personal representatives of their estates and trustees of their trusts, supervising the management and investment of assets and working with beneficiaries to meet their current and future needs.

As an outgrowth of the firm’s extensive work in special education and disability law, our attorneys are experienced in counseling families on the legal, tax and public funding implications of planning for family members with disabilities and in establishing special needs trusts, guardianships and conservatorships for their care.

Publications

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If you have any questions, please contact us at 617-277-7031.