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Wellesley, MA 02481

Trust  Administration

Trust Administration, Tax Planning and Asset Protection

Unlike estates, the administration of property held in trust may continue for many years, pursuant to the terms of the trust.  Although trusts may be established for a variety of reasons, the primary purpose is usually to meet a family’s tax planning and property management goals.  While administration of a trust requires technical expertise and sound management skills, compassionate attention to each family’s particular needs is always a foremost concern.  We take pride in the trust services provided to our clients and their trust beneficiaries.

  • Fiduciary Accounting and Tax Preparation (Forms 1041 and 2, etc.)

Have a Trust Administration question? Speak with us.

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.

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