Gift, Tax & Business Planning

Planning is Peace of Mind

Our attorneys work with individuals, families, and business owners on estate and gift tax planning, charitable planning, and business succession planning.

Our attorneys help clients create or address existing gifting programs and provide counsel on the elimination or reduction of state or federal estate tax.  We also advise clients on the annual exclusion for gift tax purposes and making larger lifetime gifts to the next generation.  Our attorneys will routinely counsel individuals and families on how best to achieve their charitable planning goals either during their lifetimes or as a legacy after a death.

Our attorneys also regularly advise clients on business succession planning with a focus on allowing a seamless transfer of a business interest to the next generation.

Speak with one of our estate planning attorneys today!

Gift, Tax & Business Planning

Crosby Elliott
Partner - Trusts & Estates

Ashley Evirs
Partner - Trusts & Estates

Paul J. Gagliardi
Partner - Residential & Commercial
Real Estate, Trusts & Estates

Andrea Rutherford
Associate - Trusts & Estates

Althea B. Volper
Associate – Trusts & Estates

GET IN TOUCH NOW

    (978) 470-8400 Give us a ring to speak to a member of our team in the strictest confidence.
    • WE DELIVER POWERFUL RESULTS
    • DEDICATION IS OUR ADVANTAGE
    • COLLABORATIVE APPROACH