205 Newbury St, Framingham, MA 01701 (508) 875-5222
189 Wells Ave, Newton Centre, MA 02459 (617) 618-9160

Estate Planning & Wealth Preservation Attorneys in Newton

Our Estate Planning Group in Newton, Massachusetts provides comprehensive counseling on all aspects of estate planning, including multi-generational estate and tax planning, wealth preservation, asset protection, business succession planning, and all related legal matters. We encourage the active participation of our clients in the estate planning process and work closely with outside professionals in accounting, investment, insurance and banking as our clients' interests dictate.

By using sophisticated estate planning and wealth preservation techniques, our Newton estate planning attorneys assist individuals and families, executives and small business owners to preserve and protect their assets, tailoring our plans to meet each client’s objectives. We also create tax-qualified charitable trusts and private foundations to assist our clients in advancing their philanthropic goals.

We Assist Newton Businesses with Estate Planning Issues

We counsel our business clients to integrate their business and estate planning objectives, to deal with issues of business control, succession and liquidity and to establish a cohesive plan to minimize estate and income taxes.

We assist clients in transferring businesses to appropriate family members and utilize gifting techniques which take advantage of favorable discounted tax values and which permit the freezing of business values for estate tax purposes.

Our Attorneys Are Experienced With Helping Newton Families with Advanced Estate Planning Strategies

Ever concerned with our clients' futures, we help them to implement living trusts, wills, insurance trusts, multi-generational(dynasty) trusts, family partnerships, limited liability companies, personal residence trusts, charitable trusts and other estate planning documents. Our Newton estate planning lawyers use retirement plan trusts for qualified retirement benefits and IRAs, which provide options for conduit trusts and accumulation trusts.

Our lawyers have lectured nationally on estate and tax planning topics and have co-authored treatises for lawyers and the public on estate planning subjects.

Our Newton estate planning lawyers implement spousal access trusts that provide protection and avoidance of estate taxes and intentionally defective trusts to argument clients’ planning objectives and domestic asset protection trusts in appropriate states.

When appropriate, we favor the creation of beneficiary controlled trusts whereby responsible beneficiaries have individual trusts that can be accessed for their needs while providing creditor and spousal protection to the extent permitted by law and avoidance of estate tax for generations and which give the beneficiary the flexibility to rewrite the trust for future generations.

We Help You Fulfill Your Charitable Intent

Our Newton estate planning lawyers assist clients in structuring and implementing life-time gift strategies, including charitable giving strategies to reduce income and estate taxes. In many cases, we act as co-trustees for our clients, advising them on all aspects of trust administration.

We Help Newton Families with Special Needs

We work with clients facing particularly difficult situations, such as those affecting seniors with dementia or children with special needs.

Contact Us For a Free Consultation

Please don't hesitate to contact us to discuss your estate planning needs at either of our Framingham or our Newton office. We will be pleased to assist you with the care and dedication on which our reputation is built. Call us for a free consultation with our experienced Newton estate planning attorneys today.

Call A Newton Estate Planning Lawyer for a Free Consultation

An experienced estate planning attorney can ensure you have the proper documents to fit your unique planning needs. Our Newton estate planning lawyers have decades of experience helping people write legally binding instructions to manage their property, finances, healthcare, and the future support and care of their loved ones if they were disabled or died.

Many of you might wonder what would happen to your estate if you died without a will or trust. Chances are, your family will likely have to administer your estate in probate court. You can help your family avoid this by creating a revocable living trust and have a proper estate plan drafted by an experienced estate planning attorney.

Also, many of you may wonder if you need to pay estate taxes. What happens to your joint property and separate property if you or your spouse dies? These are estate and trust administration issues that the experienced attorneys at Rubin Hay PC.

Asset Protection Lawyer in Newton

Asset protection must be proactive, not reactive. Our Newton asset protection lawyers have years of experience with helping clients protect their assets from predators. We can help you protect your assets and avoid fraudulent conveyances. One way to protect your assets is to take action before the creditor's claim actually arises, and also before the claim could have been reasonably anticipated.

Newton Irrevocable Trust Lawyer

By establishing an irrevocable trust, you can make sure your family or preferred charity gets the best benefit of your financial success not only after your death, but while you’re alive. A living trust trust is a legal agreement that is set up through the trust creator's life span (living trust) and requires transfer of your belongings to a person known as a trustee to be held, protected and managed for the benefit of a beneficiary.

Our Newton irrevocable trust lawyers have years of experience to help you establish an irrevocable trust with simple steps.

Do not hesitate to call us and schedule your free consultation with our Newton estate planning lawyers.

Read More

Advanced Estate Planning

You've worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities. Read More

Family Limited Partnerships & LLCs

A Family Limited Partnership (FLP) and a Limited Liability Company (LLC) can be a form of ownership among members of a family. The main advantages of such entities are estate and gift tax savings and asset protection. An FLP or LLC also allows you to retain control over the transferred assets while enjoying these advantages. Read More

Asset Protection

People are increasingly using the legal system to unjustly deprive others of their life's work. Business owners, professionals such as doctors, dentists, lawyers, accountants, and property owners in particular are aware of the risks associated with conducting their business, practicing in their respective fields, and taking responsibility for others. Read More

Business Succession Planning

No company can survive without an able owner or manager at the helm. In the event of a key person’s sudden death, illness, or retirement, businesses are often left scrambling to find a suitable replacement. Read More



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205 Newbury Street, Framingham, MA 01701
| Phone: (508) 875-5222
189 Wells Ave, Newton Centre, MA 02459
| Phone: (617) 618-9160

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