Estate Planning

Wills, Trusts, and Tax Advice

The estate planning and tax advice we provide to our estate planning clients ranges from the preparation of Wills and Revocable Trusts to very sophisticated Trust arrangements designed to accomplish complex goals, both tax and non-tax driven.  A comprehensive estate plan may involve planning for a family business, lifetime gifting, life insurance arrangements, family limited partnerships, and charitable donations.  Although an estate plan can involve a variety of goals, the plan should be no more complicated than necessary to accomplish the desired goals. A good estate plan will combine the long-term desires of clients, while taking advantage of the tax laws to minimize estate tax liability.

    • Drafting of Wills, Trusts, Health Care Proxies & Powers-of-Attorney
    • Family Limited Partnerships
    • Qualified Personal Residence Trusts (“QPRTs”)
    • Grantor Retained Annuity Trusts (“GRATs”)/Grantor Retained Income Trusts (“GRITs”)/Grantor Retained Unitrusts (“GRUTs”)

Complete our Estate Planning Questionnaire.

Let us help you secure the best possible resolution to the challenges you are facing. We invite you to contact us to speak with an experienced attorney.

For Partners: Questionnaire- Partners
For Individuals: Questionnaire – Individual

What Our Clients Have To Say

“I hired Nelson Costa to represent me in a very complicated tax preparation. I felt he was professional and always acted in my best interest and he was always available to answer any questions I had. I would highly recommend Nelson’s tax preparation services.”

by tax client

“I could not have had a better real estate lawyer. Nelson has helped me through a numerous real estate transactions and has always had answers for everything that could possible happen. If you need a great real estate lawyer, please call Attorney Nelson Costa. I tell all my friends and family to use him, because he is that good.”

by R.S – real estate client

“I hired Nelson to help administer and probate my parents estate. This was a very difficult process for me but Nelson made me feel at ease with his knowledge and experience. Both Nelson and his staff were easily accessible. I really appreciated Nelson’s ability to work around my schedule, including after hour phone calls. I was very impressed with his abilities and how he communicated with all parties involved. I highly recommend his services”

by K.D. – estate and probate client

“I needed the honest and straight forward advice of an attorney. Nelson carefully advised me of my options and then represented me in a very professional and competent manner, resulting in the best outcome I could have hoped for in my situation.”

by D.P.