Trust & Estate Planning
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.
IMPORTANT: Review Your Gift & Estate Plan
What You Need to Know
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
Stephen N. Wilchins
Eric B. Brenman
Michael B. Cosentino
John W. Donahue
Meredith A. Havard
Scott A. Joseph
Robert W. Meshel
Mary G. Wilson
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.
Concierge Approach. Our clients are assured of our accessibility, personal attention and skilled guidance as we seamlessly and adeptly address their legal needs.
The Latest in Law
When creating an estate plan, many clients fear one or more beneficiaries (often a child) may not make wise decisions in managing their inheritance. It is critical for a parent of a young child to model responsible financial management for the child so he or she will...
On Wednesday October 4, 2023, Massachusetts Governor Maura Healey signed into Law the Act to Improve the Commonwealth’s Competitiveness, Affordability and Equity. Included in this law was doubling the Massachusetts estate tax filing threshold from $1,000,000 to...
We have written about a changing dynamic in family businesses where the next generation is no longer inclined to work in the business. To read a recent article on this trend, click here. There are many reasons for this. In some cases, the relevant aptitude and skills...