Estate planning attempts to maximize the goals of a person or a couple who seek to create a thoughtful, effective and comprehensive plan for distribution or preservation of assets in the event of death or possible incapacity. Estate planning covers a wide range of personal and family objectives: transferring wealth, business succession, avoiding probate, protecting assets or planning for incapacity.
Seder & Chandler, LLP, helps Massachusetts clients facing complex estate planning issues define and achieve their goals. We are also skilled in helping families with unique estate planning needs, such as trusts for special needs children.
To learn how we use our experience and knowledge of the various tools and instruments available to advance specific client objectives, contact our firm to schedule a discussion about your estate planning needs: 508-471-3018.
Estate Planning Solutions Customized To Your Needs And Objectives
We will explain and prepare as appropriate such basic or advanced estate planning documents and instruments as:
- Last will and testament
- Transfer documents to effectuate gifts
- Durable powers of attorney covering financial decisions
- Health care proxies covering medical decisions
- Advance directives to physicians
- Designation of guardians for minor children
- Elder law issues such as Medicaid planning
- Revocable living trusts
- Life insurance trusts
- Special needs trusts
- Administration of trusts and estates
- Business succession planning
- Probate disputes
Many families will find that some combination of most of the instruments mentioned above will suffice to meet the full range of their estate planning needs. While many may have their needs met with basic wills and trusts, others may find that their needs are more complex and require multiple estate planning tools.
Our clients often possess substantial assets including family-owned businesses. Complicated matters like these require the attention of an experienced and creative attorney, one who can use all tools available to protect your rights and meet your needs.
Paul J. O'Riordan and Pamela S. Stevens lead our firm's estate planning practice. Paul J. O'Riordan has advanced knowledge of taxation law having earned his LLM in Taxation at Boston University School of Law. Pamela S. Stevens is skilled in complex elder law and business succession issues, among other matters.
Our firm's work in this area is characterized by a high level of sophistication combined with close personal attention to client needs.
To learn more about our approach to client service in estate planning and related areas, contact Seder & Chandler, LLP, today to speak with a lawyer. From offices in Worcester and Westborough, we handle complex estate planning issues affecting families throughout Massachusetts including Central Massachusetts and the MetroWest Boston area.