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:

1. Estate Tax Planning
2. Trust Planning and Administration
3. Fiduciary Income Tax Planning and Return Preparation
4. Estate Tax Return Preparation
5. Estate Administration
6. Wealth Transfer 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.

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.

Click here for more information about Trusts.

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.

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.

We develop comprehensive wealth transfer strategies, implement generation-skipping transfer tax planning, and advise on business succession planning.