Amy Weinstein represents individuals and families seeking assistance in estate, tax, and special needs planning. She also counsels personal representatives and trustees in the administration of estates and trusts, as well as guardians of incapacitated persons.
More specifically, Ms. Weinstein concentrates her practice in the following areas:
- Estate and Tax Planning: Ms. Weinstein works with individuals and families to develop a plan that meets their unique personal and financial circumstances and goals, analyzing the impact of tax laws on their situation and preparing wills, trusts, powers of attorneys, health care proxies and other documents for the management of assets during life and the transfer of property at death. She also deals with transfers of real estate through qualified personal residence trusts, family limited partnerships and limited liability companies and advises clients about charitable giving.
- Special Needs Planning: Ms. Weinstein works with parents to plan for the care of family members with incapacities. She prepares trusts and other arrangements that meet the wishes and goals of parents and the needs of their incapacitated child, in light of the legal, tax and public funding implications; and assists with the selection and appointment of trustees and guardians.
- Estate and Trust Administration: Ms. Weinstein represents personal representatives in all aspects of administering estates from gathering necessary information, preparing and filing court documents, dealing with financial institutions and managing various estate assets to preparing estate tax returns and distributing assets to individuals, trusts and charities. Ms. Weinstein serves as Trustee of revocable and irrevocable trusts and advises Trustees of irrevocable life insurance trusts, special needs trusts and other trusts. She also ensures the proper management of trust assets and oversees distributions, taking into account the present and future needs of beneficiaries. Ms. Weinstein assists with the resolution of disputes and ambiguities in wills and trusts and the determination of the rights of beneficiaries by compromise or litigation.
- Ms. Weinstein speaks to parent groups, such as the Federation for Children with Special Needs, the Price Center, and others, about special needs planning.
- Boston Bar Association, Trusts & Estates and Tax Sections
- Massachusetts Bar Association, Probate and Tax Sections