Practice Areas

Estate Planning and Probate

Our Trusts and Estates group provides sophisticated advice to our clients with respect to estate planning, estate settlement, trust administration and probate litigation, with a particular focus on estate planning for business owners, venture capitalists, executives and entrepreneurs.

Our work in the trusts and estates area encompasses all aspects of estate planning, gift tax planning and generation skipping tax planning, including: estate tax analysis; preparation of Wills, Revocable Trusts, Powers of Attorney, Health Care Proxies, Living Wills, Irrevocable Trusts, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Joint Real Estate Ownership Agreements; and the design and administration of gifting programs.

Our work also encompasses all aspects of estate settlement, including: preparation and filing of appropriate probate administration documents and federal and state estate tax returns, assistance with the collection and distribution of the decedent's property in accordance with his or her estate plan, and handling of litigation regarding trusts and wills. In addition, the principals of our firm are often called upon by our clients to act as executors and trustees.

If we can be of assistance to you or your business in any of these type of matters, please contact any of our attorneys who practice in this area:

Asa E. Phillips III, Esquire 781-431-2525 asa.phillips@clarkinphillips.com
Maureen M. Villadelgado, Esquire 781-431-2525 mmv@clarkinphillips.com
Sarah J. O'Leary, Esquire 781-772-2891 sjo@clarkinphillips.com
Allison M. Smith, Esquire 781-431-2525 allison.smith@clarkinphillips.com
Lawrence B. Vanaria, Esquire 781-431-2525 lbv@clarkinphillips.com
Dorothy M. Bickford, Esquire 781-431-2525 dbickford@clarkinphillips.com


If you are interested in finding out more about Estate Planning or Probate, please telephone or e-mail our office.