Probate and Estate Administration Lawyers in the Greater Boston Area
Offices in Plymouth, Brockton, Holliston & Hingham, MA
The process of administering a person’s estate typically adds stress and other complications to an already difficult time. The necessary steps to administer an estate and determine an inheritance, is largely determined by the estate planning decisions that were made during the lifetime of the person, knowingly or unknowingly.
Estate administration often involves preparing many time-sensitive forms and making decisions that have tax and other serious consequences, including accounting for and valuing assets, changing title of the deceased’s property to the heir(s), electing a payout under a retirement plan and paying taxes to state and federal authorities.
The administration of an estate can be very complex because it often involves several different bodies of law, including property, probate and tax. For example, some assets that are included in the taxable estate, are not included in the probate estate, while other property is not included in either the probate, or taxable estate of a deceased person.
We work to alleviate the difficulties of the estate administration process. Our experienced probate attorneys offer the following estate administration legal services:
Probate of estates with a valid Will
Administration of estates without a valid Will
Administration of non-probate assets
Stretch IRA and Required Minimum Distributions (RMDs)
Planning for those with special needs or the incapacitated
Federal and state estate tax returns
Counsel to executors, administrators, trustees or heirs
Massachusetts Estate Tax Lien Releases
IRS Form 706, United States Estate (and Generation-Skipping Transfer) Tax Returns
Massachusetts Form M-706, Massachusetts Estate Tax Return
IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return
Contact Baker Law Group for A Free Consultation
Our attorneys have years of experience as tax and probate attorneys to assist with the administration of your loved ones estate. Do not go through the estate administration process alone; contact us today.