estate planning Attorney massachusetts

Boston Estate Planning Lawyers

Comprehensive Planning to Preserve What You Have Earned

Established in 1984 by tax attorney and certified public accountant Leo J. Cushing, our firm provides sophisticated estate planning, tax planning and succession planning to individuals, families and businesses in Massachusetts, New Hampshire, and beyond.

The Boston estate planning lawyers at Cushing & Dolan, P.C., work closely with clients to understand their goals and concerns, and ensure they have everything in order. For an evaluation of your estate planning needs, arrange a free consultation today.

Massachusetts Tax Attorneys Protecting Your Long-Term Interests

Many of our Boston estate planning attorneys are also certified public accountants (CPA) or have advanced law degrees (LL.M.) in taxation. This expertise enables our clients to take their estate plans to highly sophisticated levels in reducing exposure to state and federal estate, gift, income and capital gains taxes. Tax planning is a key consideration in our comprehensive and long-range approach to your estate planning, which may include:

  • Revocable and irrevocable trusts — Advanced strategies to protect assets from taxes, probate and litigation, ensure your assets pass according to your wishes, generate income or provide for special needs or charity

Tax Minimization · Probate Avoidance · Gifting Strategies

Our clients include closely held and large business owners, executives, professionals and other high net worth individuals whose estates would be subject to significant estate taxes; however, our sophisticated estate plans can help minimize estate taxes. With a home, retirement portfolio, and other investments, many small businesses and double-income families who are at or near the current estate tax exemption threshold can also benefit from our planning services.

As part of your estate plan, Cushing & Dolan can also help you employ gifting strategies to take advantage of annual and lifetime gifting exclusion amounts, to protect family vacation properties or to transfer other wealth to further reduce tax liability for taxable estates. Our attorneys are familiar with a wide range of trusts and tools to accomplish all of your estate planning goals.

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