Practice Areas

Estate Planning, Estate Settlement and Trust Administration

Our Trusts and Estates group provides sophisticated advice to our clients with respect to estate planning, estate settlement, and trust administration, 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, Spousal Lifetime Access 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 documents, gift tax returns and federal and state estate tax returns and assistance with the collection and distribution of decedent's property. In addition, the principals of our firm are often called upon by our clients to act as personal representatives or trustees.

If we can be of assistance to you in any of these types of matters, please contact any one of our attorneys who practice in this area:

Asa E. Phillips III, Esquire 781-237-7691 asa.phillips@clarkinphillips.com
Sarah J. O'Leary, Esquire 781-772-2891 sjo@clarkinphillips.com
Allison M. Smith, Esquire 781-772-2893 allison.smith@clarkinphillips.com
Lawrence B. Vanaria, Esquire 781-772-2894 lbv@clarkinphillips.com
Hanna M. Um, Esquire 781-237-7687 hanna.um@clarkinphillips.com