We assist our clients in the formation of a variety of business entities, including corporations, family limited partnerships and limited liability companies.  We help our clients maintain compliance of such entities by making the appropriate annual filings and drafting required internal documentation. 

As part of our specialized estate planning practice, we also offer
a full range of estate and business planning services. These services help the business owner successfully plan for the
transfer of the business to appropriate family members and
prevent estate taxes (due in cash 9 months after death) from
forcing an unwanted and untimely sale or crippling loan. This planning may include :

• Tax-effective use of life insurance
• Gifting at favorable "discounted" tax values
• "Freezing" the business's value for tax purposes
• Qualifying for installment payment of federal estate tax
• Buy-sell agreements

We invite you to browse the profiles of our estate planning lawyers specializing in transfers of business wealth. Contact us today to discuss your estate and business planning needs at either our Wellesley, MA or Franklin, MA office.

Attorneys

Bruce Bettigole
William Rees
Gary Hogan
Katherine Dorval
Deborah Batog