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Admitted to practice in Massachusetts and New Hampshire 978-319-6006

Probate Administration in Massachusetts and New Hampshire

If you’re required to go to probate court, you’ll need a skilled and experienced probate advocate. The probate process can be expensive and delay asset distributions for up to 18 months, as well as opening the estate to disgruntled heirs.

New Hampshire and Massachusetts probate processes are required when anyone dies owning assets — including real estate — in their name alone. The goal is to do the correct estate planning ahead of time to avoid this process.

What You Need to Know About Probate in Essex County and Surrounding Counties

The majority of probate cases we take were started by family members attempting to go through the process themselves. They got confused, overwhelmed, or just gave up on the whole process. On the surface, it may seem like a straightforward endeavor, but the probate court process requires an experienced attorney for the best outcome.

If you must go through the probate process, don’t take on the added stress of going alone. Our firm can advocate for your wishes and interests.

Trust Administration in Merrimac, MA, and nearby areas of New Hampshire

If you are unfamiliar with trust administration, it can lead to costly mistakes and trustee liability. Only an experienced attorney should undertake the administration of a trust after a person’s death.

Learn more about the duties of a trustee, and call us with questions.

In order to comply with U.S. tax law, You are required to make many important estate and income tax decisions quickly. This may include whether or not to disclaim proceeds, fund a ByPass or Credit Shelter Trust, fund a QTIP Trust, or a special needs trust, all potentially resulting in huge tax savings.

All too often, we are presented with an individual who has passed and their family asking what to do with the trust. We tell them they should have seen us months or even years ago. It may be too late to take advantage of the tax savings provisions in the trust when IRS and Massachusetts or New Hampshire Department of Revenue deadlines are missed.

Contact our office in Merrimac, MA, in Essex County. Our experienced estate planning attorneys serve residents of Massachusetts and New Hampshire.

Let us help you understand the planning challenges you face and the options you have available.

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