Trusts + Estates Planning

High net worth individuals and families, entrepreneurs and businesses often encounter situations that require sophisticated estate, gift and income tax planning. Planned or unexpected intergenerational transfers of wealth and business deals and restructuring are opportunities to maximize tax efficiencies, freeing up assets, time and energy for the revitalization of a family or business.  Finding creative solutions in these types of situations is a highly personalized practice at Goodwin. Our lawyers have decades of experience designing creative, effective plans focused on the goals and needs of our clients. We are able to draw on the resources of a large firm as needed to provide truly customized plans for each of our clients.

Our comprehensive services include:

  • Estate planning: designing creative, effective plans focused on the goals and needs of our clients and their families
  • Estate administration: settlement of estates on behalf of professional fiduciaries, attorneys, or individuals named as executors or personal representatives
  • Trust administration: serving as trustees of family and charitable trusts
  • Fiduciary services: advising corporate fiduciaries and private trust offices
  • Litigation: representing fiduciaries and beneficiaries in trust and estate disputes
  • Non-profit and charitable organizations: assisting with tax-exempt status, governance, regulatory compliance and planned giving programs
Related Practices

Trusts + Estates Planning Advisory Services

Trust departments of financial institutions, private family offices and professional and non-professional fiduciaries frequently encounter changes in law and specific situational challenges. These complex issues require sophisticated advice on the operation of professional fiduciary offices and risk management issues involving the administration of trusts and estates. Goodwin’s Trusts & Estates Practice has extensive experience with state and federal statutes and regulations governing trust departments and the duties and obligations of trustees and personal representatives and can offer solutions and add value in a way that allows our clients to maximize their time and resources.
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Trusts + Estates Court Practice

Individuals and fiduciaries considering or involved in estate and trust administration disputes can benefit from expert advice and guidance in navigating both the state and federal courts and taxing authorities.  With an emphasis on negotiating advantageous settlements Goodwin’s Trusts + Estates Court Practice team possesses in-depth knowledge of Massachusetts statutes and common law defining the duties and responsibilities of fiduciaries, giving our clients a unique advantage in prosecuting and defending lawsuits involving a fiduciary’s administration of an estate or trust.

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Tax

Complex tax issues often arise in structuring strategic, commercial and financial transactions and investment products. To find practical solutions to these challenging issues, clients rely on Goodwin’s tax lawyers to advise on the full range of international, federal and state tax issues. Clients seek us out not only to address their tax issues on a transaction, but also to help them gain a competitive advantage by creating structures designed to solve the tax issues faced by the counterparties.
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Related Practices
Trusts + Estates Planning Advisory Services
Trust departments of financial institutions, private family offices and professional and non-professional fiduciaries frequently encounter changes in law and specific situational challenges. These complex issues require sophisticated advice on the operation of professional fiduciary offices and risk management issues involving the administration of trusts and estates. Goodwin’s Trusts & Estates Practice has extensive experience with state and federal statutes and regulations governing trust departments and the duties and obligations of trustees and personal representatives and can offer solutions and add value in a way that allows our clients to maximize their time and resources.
Read More
Trusts + Estates Court Practice

Individuals and fiduciaries considering or involved in estate and trust administration disputes can benefit from expert advice and guidance in navigating both the state and federal courts and taxing authorities.  With an emphasis on negotiating advantageous settlements Goodwin’s Trusts + Estates Court Practice team possesses in-depth knowledge of Massachusetts statutes and common law defining the duties and responsibilities of fiduciaries, giving our clients a unique advantage in prosecuting and defending lawsuits involving a fiduciary’s administration of an estate or trust.

Read More
Tax
Complex tax issues often arise in structuring strategic, commercial and financial transactions and investment products. To find practical solutions to these challenging issues, clients rely on Goodwin’s tax lawyers to advise on the full range of international, federal and state tax issues. Clients seek us out not only to address their tax issues on a transaction, but also to help them gain a competitive advantage by creating structures designed to solve the tax issues faced by the counterparties.
Read More

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Contacts

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Mary-Kathleen O'Connell

Chair, Trusts & Estate Planning
Partner
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