Wealth Planning and Administration

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1.800.553.9910

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If you are interested in having us represent you, you should call us so we can determine whether the matter is one for which we are willing or able to accept professional responsibility. We will not make this determination by e-mail communication. The telephone numbers and addresses for our offices are listed on this page. We reserve the right to decline any representation. We may be required to decline representation if it would create a conflict of interest with our other clients.

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Our Wealth Planning attorneys are renowned for their work in developing comprehensive wealth preservation plans and administering advanced wealth transfer strategies that benefit clients’ legacies and beneficiaries. We create sophisticated, tailored solutions for high-net-worth individuals, businesses, corporations, non-profits, and families.

Whether you are still building your legacy, or have a significant legacy to administer and manage, our attorneys are at-the-ready to work with you to secure the needs of your beneficiaries.

As leaders and teachers in this practice, we have built a reputation for excellence in meeting the needs of individuals and organizations from basic to complex testamentary and living trust planning.

Our clients benefit from the close collaboration of our litigation, planning, and administration teams. We counsel individuals and business owners in all aspects of estate planning and business succession, providing them with peace of mind and reassurance that their legacy is in the best of hands. 

We also represent individuals, businesses and fiduciaries in estate and trust administration proceedings, as well as all manners of litigation.

To learn more about wealth planning and administration, please call us at 800.553.9910 (toll-free) or use the contact form above.

Our team has established experience in wealth planning-related matters, including:

  • Asset protection and valuations
  • Planning for taxes
  • Creditor protection
  • Business succession planning
  • Business continuity planning
  • Business exit strategies
  • Family Limited Partnerships
  • Buy-sell agreements
  • Charitable giving plans
  • Powers of Attorney (POA)
  • Health Care Directives
  • Guardianships and conservatorships
  • Trusts and Estates planning
  • Will planning
  • Beneficiary designation
  • Fiduciary planning
  • Avoiding Will contests

  • Trusts and will construction
  • Trusts and will modifications
  • Advanced estate planning
  • Estate tax and wealth preservation strategies
  • Estate distribution planning
  • Preparation and audit of fiduciary income and gifting
  • Preparation of estate tax returns
  • Fiduciary and beneficiary designation
  • Interfamily sales and loans
  • Establishing trust vehicles for minors
  • Planning for probate avoidance
  • Family limited liability companies (FLLC)/ Family limited partnerships
  • Qualified personal residence trusts
  • Intentionally defective grantor trusts
  • Revocable trusts planning
  • Charitable trusts planning
  • Family Limited Partnership planning
  • Irrevocable Life Insurance Trust (ILIT) planning
  • IRA Preservation Trust (IRA PT) planning
  • Build-up Equity Retirement Trust (BERT) planning
  • Grantor Retained Annuity Trust (GRAT) planning
  • Testamentary Charitable Lead Trust (TCLAT) planning
  • Generation Skipping Transfer Tax Planning (GST) planning
  • Qualified Personal Residence Trusts
  • Dynasty Trust/Legacy Trust planning
  • Grantor retained annuity trust planning
  • Grantor-retained annuity trust planning
  • Special needs trust planning
  • Supplemental needs trusts planning
  • Living trusts planning
  • Settlement trusts

We administer and execute estate and trust matters including:

  • Trust administration
  • Trusts and estates valuations
  • Allocation and distribution of estate or trust proceeds
  • Appointment or removal of fiduciaries
  • Actions for post-mortem reformation or modification of trusts and wills
  • Representation of fiduciaries and beneficiaries at mediation
  • Accounting actions
  • Executing special needs trusts, living trusts, testamentary trusts, supplemental trusts
  • Successor Trustee counsel
  • Tax valuations
  • Fiduciary administration

We handle legal matters for individuals and their families, trustees, personal representatives, beneficiaries, guardians, conservators, business owners, closely held family business and enterprises, nonprofits, and charitable organizations. 

  • Private foundations
  • Limited liability companies
  • Privately owned companies
  • High-net-worth individuals and families
  • Charitable Institutions
  • Non-Profits

Denise S. Rahne

Partner

Co-Chair, Wealth Planning, Administration, and Disputes

Anthony A. Froio

Partner

Managing Partner, Boston Office;
Member of Executive Board

Brendan V. Johnson

Partner

Co-Chair, American Indian Law and Policy Group;
Co-Chair, Government and Internal Investigations Group

Steven K. Orloff

Partner

Co-Chair, Wealth Planning, Administration, and Disputes

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