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Approach
Ruberto, Israel & Weiner's Trusts and Estates practice focuses on helping our clients create a wealth transfer plan that will ultimately preserve and transfer their business and personal wealth to future generations in a harmonious, tax-efficient manner. Our Trusts and Estates attorneys are known for formulating creative, practical solutions to complex estate and business succession planning issues that achieve our clients' estate and tax minimization planning objectives. We do this by establishing strong relationships with our clients so that we can gather the information we need to develop a highly customized solution for each client's unique situation. We enhance our customized approach by working as a team with our clients' other advisors, to obtain efficient and cost effective results in a holistic fashion.
Services
Estate and Gift Planning -- We have extensive experience in designing, drafting and implementing the following:
- Wills
- Revocable Trusts
- Durable Powers of Attorney
- Health Care Proxies
- HIPAA Releases
- Life Insurance Trusts
- Generation Skipping Trusts
- Grantor Retained Annuity Trusts (GRATs)
- Qualified Personal Residence Trusts (QPRTs)
- Charitable Trusts
- Private Foundations
- Trusts for Minor Children
- Grantor Trusts
Estate and Trust Administration - Working together with outside investment managers, we serve as fiduciary for estates and trusts or, alternatively, we counsel individual and institutional fiduciaries serving as executors and trustees with respect to the following:
- Probate
- Funding of Trusts
- Estate and Gift Tax Return Preparation
- Trust Administration
Team
Our team of Trusts and Estates attorneys possesses the level of experience and sophistication on all aspects of estate planning and administration necessary to successfully guide our clients and their families through the estate planning process in plain English. Most attorneys in the group have obtained Masters of Law Degrees in Taxation and are often sought after to speak on estate planning topics for attorney continuing education seminars, charitable organizations, and others.
The tax and business law backgrounds of our team members make us especially well qualified to work with closely held business owners, executives and entrepreneurs. We understand the complex business and tax implications inherent in building an estate plan for these individuals, and we work with Ruberto Israel & Weiner's corporate and business lawyers to structure comprehensive business succession plans and/or buy-sell arrangements that will ensure a smooth business transition. Our approach also focuses on minimizing the family's overall estate and income tax burdens. At the conclusion of the initial phase of the planning process, our clients have achieved peace of mind from knowing that they have successfully addressed these multi-faceted issues.
Clients
We represent individuals, closely-held business owners, entrepreneurs and corporate executives. We also represent individuals and corporate entities in their role as fiduciary.
Contact
When was the last time you reviewed your estate plan? Let a member of our team give your plan a complimentary review and let us discuss how you might better achieve your family's inheritance and tax planning goals. The attorneys in Ruberto, Israel & Weiner's Trusts and Estates Group are available to speak with you regarding your estate planning and estate administration matters at your convenience. For more information, please contact Deborah Pechet Quinan at
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or Lisa Weinstein Burns at
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or call (617) 742-4200.
Attorneys
Burns, Lisa Weinstein
Quinan, Deborah Pechet
Rosen, Michael Dana
Sheehan, Katherine
Stein, Russ
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Overview
Trusts and Estates
p 617.742.4200