Private Client Services

Charitable Planned Giving

Wilchins Cosentino & Novins’ charitable giving attorneys advise clients on philanthropy planning including charitable gifts and bequests, the establishment of charitable remainder trusts, charitable remainder trust administration and the formation and administration of endowment funds, charitable private foundations, and other nonprofit corporations.

Wilchins Cosentino & Novins serves as counsel to several nonprofit corporations, including hospitals, health care organizations and social service groups for which we assist in the review of probate and trust administration procedures and the development of charitable giving programs. Our attorneys assist in developing a charitable giving strategy and identifying the roles and responsibilities of trustees, family members, staff and donors and help our clients with donees and potential donees.

Exceptional Service.
Exceptional Value.

We take great pride in serving our clients with our personalized, concierge approach, working alongside our clients throughout their journey to plan for and effectively address legal needs. Our skilled attorneys work as a cohesive team to deliver highly effective legal strategies and solutions that are proven and practical.

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Meet the Attorneys in the Private Client Services Practice at Wilchins Cosentino & Novins

Stephen N. Wilchins

Partner

Eric B. Brenman

Of Counsel

John W. Donahue

Partner

Taylor Ferrara

Attorney

Kook Hee Lim

Attorney

Robert W. Meshel

Of Counsel

Imelda Monaghan

Partner

Anthony Morgan

Attorney

Merek Rubin

Partner

Why WCN for Private Client Services

Right-sized. We are large enough to have the depth of expertise and knowledge, while small enough to be available, accessible and personal.

High Caliber Legal Services. WCN attorneys are experienced, solution-oriented and specialized in their respective areas of law. We put our extensive knowledge and legal acumen to work for our clients, collaborating to develop a sound and pragmatic legal strategy.

Breadth of Practice Areas. We designed our law firm and our practice areas to offer a breadth of legal expertise to best serve our clients.

Concierge Approach. Our clients are assured of our accessibility, personal attention and skilled guidance as we seamlessly and adeptly address their legal needs.

Exceptional Value. We deliver exceptional value by being efficient; offering value that Boston-based firms cannot match.

Longevity. Our emphasis on exceptional service has resulted in client relationships measured in years.

Combining our deep legal experience with our extensive business knowledge, we provide sound legal guidance regarding a wide array of private client services. Our Private Client Services include:

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Qualified Charitable Distributions as Part of an Effective Plan

Effective tax and estate planning often includes a plan for charitable giving. We help families and high net worth individuals develop charitable planned giving strategies. For assistance and counsel on establishing a charitable plan, please contact our attorneys in...

Attorney Stephen Wilchins is back on the Radio Entrepreneurs Family Business Association (FBA) Panel Discussion Fall 2022: “The Next Generation of Family Business as Entrepreneur” Part 1

https://www.youtube.com/embed/Hgsl0RqP62g The first of the three-part series for the Fall 2022 Panel discussion focuses on family businesses and the next generation. Watch as Stephen Wilchins, Founding Partner from Wilchins Cosentino & Novins, two partners from...

Watch the Fall 2022 Radio Entrepreneurs Family Business Association (FBA) Panel Discussion as Attorney Stephen Wilchins and the panel talk about “The Next Generation of Family Business as Entrepreneur” Part 2

https://www.youtube.com/embed/4g3fWN6b-_s Watch part two of the Fall 2022 Radio Entrepreneurs Family Business Association (FBA) Panel as Stephen Wilchins, founding partner at Wilchins Cosentino & Novins, two partners from Gray, Gray & Gray, and a new panelist...

Charitable Planned Giving