Private Client Services

Trust & Estate Planning

Wilchins Cosentino & Novins Law Firm

Wilchins Cosentino & Novins has earned a reputation for excellence in trust and estate planning for high net worth individuals and owners of privately held businesses.

Comprehensive Trust & Estate Plans

We pride ourselves on developing effective and comprehensive trust and estate plans working in close consultation with our clients. Our trust and estate planning attorneys use estate planning techniques that are most consistent with our client’s goals and objectives. We assist clients in trust and estate planning by preparing the necessary core documents, including wills, revocable and irrevocable trusts, minors’ trusts, durable powers of attorney, health care proxies, realty trusts, as well as asset transfer documentation and beneficiary designations for retirement accounts and insurance policies.

Where appropriate, our trust and estate planning attorneys counsel clients on more complex and sophisticated estate planning techniques, utilizing plans that may involve closely held family entities, qualified personal residence trusts, defective grantor trusts, grantor-retained annuity trusts, private foundations and/or charitable trusts. Our clients frequently designate members of WCN to serve as personal representatives, trustees of various trusts or to otherwise serve in a fiduciary or advisory capacity.

Exceptional

Exceptional Service.
Exceptional Value.

We take great pride in serving our clients with our personalized, concierge approach.   In addition to our trust attorneys and estate planning attorneys, WCN has a multi-disciplined team of attorneys who provide counsel in areas that touch on our clients’ estate planning as the need arises including probate litigation, real estate, business law and family law. Together we work as a cohesive team delivering highly effective legal strategies and solutions that are proven and practical.

 

An Integrated Estate Planning Strategy

Our trust attorneys and estate planning attorneys also work closely with other members of our clients’ professional advisory team including accountants, financial planners, insurance advisors, appraisers and other valuation experts to ensure there is an integrated estate planning strategy by which our clients address some of their most important, challenging and sensitive decisions.

We understand that estate planning is an ongoing process which requires adaptation and revision as circumstances change and as new laws, including tax laws, are enacted. We frequently and regularly communicate with our clients after documents have been signed or plans have been implemented to ensure they are up-to-date and continue to satisfy our clients’ estate planning goals and objectives.

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

MA Attorney Stephen N. Wilchins

Stephen N. Wilchins

Partner

MA Attorney Eric B. Brenman

Eric B. Brenman

Of Counsel

MA Attorney Michael B . Cosentino

Michael B. Cosentino

Partner

MA Attorney John Donaghue

John Donahue

Attorney

MA Attorney Scott A. Joseph

Scott A. Joseph

Counsel

MA Attorney Brendan McGrory

Brendan McGrory

Attorney

MA Attorney Robert W. Meshel

Robert W. Meshel

Of Counsel

MA Attorney Imelda Monaghan

Imelda Monaghan

Partner

MA Attorney Christine Morgan

Christine Morgan

Of Counsel

MA Attorney Laurel Pawlicki

Laurel Pawlicki

Attorney

MA Attorney Merek Rubin

Merek Rubin

Partner

MA Attorney Marjorie Selig

Marjory Selig

Attorney

MA Attorney Beth E. Warach

Beth E. Warach

Attorney

Why WCN for Private Client Services

Why Law Firm

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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