WHAT IS THE TRUST & TAX DEPARTMENT?
The Trust and Tax Department at Generations Law Group is a specialized team who handles complex matters related to estate planning, trust administration, and tax compliance.
We serve individuals, families, trustees, and personal representatives who need assistance with estate and fiduciary tax matters.
Our key services include:
- Estate Tax Planning
- Trust Planning and Administration
- Fiduciary Income Tax Planning and Return Preparation
- Estate Tax Return Preparation
- Estate Administration
- Wealth Transfer Planning
Estate Tax Planning
Estate Tax Planning includes developing strategies to minimize estate tax liabilities, creating gifting plans, advising on asset protection, and structuring charitable giving for tax efficiency.
Trust Planning and Administration
We design and establish various types of trusts, provide ongoing trust administration support, advise trustees on their responsibilities and tax implications, and implement tax-efficient distribution strategies.
Fiduciary Income Tax Planning and Return Preparation
We prepare and file federal and Massachusetts estate tax returns (Forms 706 and M-706), fiduciary income tax returns (Forms 1041 and 2), and gift tax returns (Form 709). We also address any tax notices or audit concerns.
Estate Administration
We guide executors through the probate process, assist with asset valuation and distribution, prepare estate accountings, and resolve creditor claims and tax issues.
Click here for more on how Generations Law Group helps with Probate Administration.
Wealth Transfer Planning
We develop comprehensive wealth transfer strategies, implement generation-skipping transfer tax planning, and advise on business succession planning.
FAQs
No. However, we have trust professionals that we can refer you to for assistance and we will work closely with them as needed.
Our team continuously monitors and studies evolving tax laws and regulations to provide clients with up-to-date, strategic advice.
We are committed to providing personalized, expert guidance to achieve our clients’ goals while navigating the complexities of estate and tax law.
TRUSTS & TAX DEPARTMENT DIRECTOR
SENIOR ATTORNEY
John R. Dunnell, Esq
John R. Dunnell is an attorney at law who has been in practice for over thirty (30) years focusing in the areas of estate planning, trust and estate administration, and fiduciary income taxation.
Contact Us!
