MA Estate Planning

The Law Offices of Frederick N. Pellegrini offers complete legal services to individuals, corporations, institutions and estates.

The base of the firm's practice consists of Individual MA Estate Planning, and MA Estate Planning for Businesses, Estate Administration, Asset Protection, Corporate Tax and Financial Planning, Elder Law, and Taxation.

The attorneys and clients of the firm are supported by an experienced staff and an infrastructure that includes state of the art computers, telecommunications and word processing systems, including specialized systems relating particularly to the firm's estate planning and estate administration practice developed by our staff.

The firm is committed to meeting all the present and future needs of its clients and is dedicated to quality, integrity, and sensitivity in its practice. The firm's lawyers have been active in professional associations, in community education and Wealth Counsel LLC, a national Estate Planning Organization, both as teachers and as students.

Individual Estate Planning
The firm offers an expansive variety of services, including the drafting of wills, living trusts, irrevocable insurance trusts, durable powers of attorney, living wills, and many other related documents. We also offer advice on planned gift giving, including charitable giving, and we prepare the appropriate documentation, including charitable remainder trusts and charitable foundations. Each estate plan which we prepare is designed specifically for each client with a number of factors in mind, including the clients general goals and objectives, the potential estate tax ramifications, and the desire to minimize administrative costs.

Estate Administration
All matters relating to the Administration of a decedent’s estate are handled by the firm, including probate court administration, and the administration of trusts. The firm provides services with respect to the preparation of federal and state estate tax returns, and is well experienced in post-mortem tax planning for the estates of decedents who did not do any estate planning.

Corporate Tax and Financial Planning
The firm provides a broad spectrum of services related to corporations and other businesses. We can incorporate a business, as well as advise clients when not to incorporate. We assist clients in connection with buy-sell agreements, stock purchase agreements, corporate retirement plans, and many other corporate matters. The firm also serves as general counsel to a variety of different corporations.

Also, we provide assistance for businesses involving exit strategy for those owners who are retiring or selling their business.

Elder Law
The firm offers a specialized service for elderly clients concerned with issues such as Medicaid planning, nursing home care, etc.

Taxation
In addition to the above described tax planning involved with estates and corporate tax planning, the firm also provides other tax related services, including individual tax planning and the presentation of individual and fiduciary income tax returns and gift tax returns.