Legacy Planning That Advances Your Goals
The preservation and transfer of wealth requires extensive knowledge of the law, strategic planning, and often, a great deal of sensitivity. Backed by nearly 50 years of service to individuals and families, our Trusts & Estates attorneys work together to help you navigate it all. From estate and transfer tax planning, to family-specific matters such as intergenerational planning and will contests, our sound and coordinated counsel offers a steadying presence.
We represent individuals and families, privately held businesses, family charitable trusts and foundations, and professional fiduciaries. Our expertise spans estate planning, philanthropic endeavors, estate and trust administration, and related gift and estate tax matters. We are also experienced in long-term care planning techniques, elder law matters, and establishing estate plans for disabled individuals. We collaborate with our colleagues to plan for your family’s real estate, philanthropic, and business interests.
Working collaboratively with your financial, accounting and insurance advisors, we partner with you to review your ownership and disposition of assets and develop techniques to minimize your tax obligations. And, when necessary, we draw on the talents of our Casner colleagues in complementary practice areas to handle fiduciary litigation, including will contests and other types of probate controversies.
Be Prepared for Anything
We understand that each situation is unique and that the strategies to protect and transfer wealth are not one-size-fits-all. Whether it’s an intergenerational trust or a prenuptial agreement that protects family wealth, we tailor our strategies to align with your present needs and future goals.
We help you maximize the assets passing to future generations, fulfill your family’s charitable goals, avoid probate, and seamlessly administer your family trusts. We are also often asked to serve as trustees or personal representatives to ensure your estates and trusts are managed according to your wishes.
Trusted, Coordinated Counsel
At Casner & Edwards, every matter is partner-led, and our team will work with you throughout your lifetime as your needs and circumstances change. We have been consistently recognized in Best Lawyers in America, Massachusetts Super Lawyers®, Boston Magazine’s Top Lawyers, and Chambers USA.