60 STATE STREET, BOSTON, MASSACHUSETTS 02109 - (617) 742-6720 - FAX (617) 742-5720


PROBATE & TRUST ADMINISTRATION
Estate Planning

Lourie & Cutler has a wealth of experience in probate matters. We assist our clients with all aspects of the probate process, including preparation of probate court filings and notices, assistance with the collection and distribution of assets, and preparation of the estate tax return and fiduciary income tax returns. We also assist clients with post-mortem tax planning (including disclaimers).

This practice area incorporates a broad range of trust administration services. For instance, we provide advice regarding funding, prepare accountings and fiduciary income tax returns and offer guidance regarding the duties and responsibilities of fiduciaries.

In appropriate circumstances, we also provide fiduciary services to our clients.

Business Planning
Pension & Benefits Planning
International Tax Planning
Probate & Trust Administration
Asset Protection
Tax Litigation

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