Our Practice Areas

  • Taxation.
  • With representation.
  • And results.

Estate Planning

Where there's a will, there's a way: your way.

Lourie & Cutler's estate planning practice is innovative and creative. Our attorneys develop plans appropriate for each client, whether focused on planning for family, future generations, charitable institutions, or the other important people in a client’s life. From simple wills and trusts to the most sophisticated wealth transfer vehicles, plans developed by Lourie & Cutler are tailored to meet each individual client’s needs. Because our attorneys have experience in a broad range of practice areas, we can integrate estate planning with business and tax planning, as well as asset protection. We help our clients pursue a wide range of estate planning strategies and vehicles. They include, for example:

  • Grantor retained interest trusts, commonly known by their acronyms — GRATs, GRUTs, and QPRTs — which allow assets to be transferred to beneficiaries with significant gift tax savings.
  • Family limited partnerships and family limited liability companies, which ensure centralized management of gifted assets and may be structured to take advantage of discounts and other valuation opportunities.
  • Life insurance trusts, which can increase estate liquidity and avoid taxation of insurance proceeds.
  • Charitable organizations, which enable our clients to meet their charitable goals, using vehicles such as private foundations, from which charitable donations may be made, or split-interest trusts (commonly known as charitable remainder trusts and charitable lead trusts), which may provide an income stream or valuable tax benefits.
  • Dynasty and generation-skipping trusts, which minimize estate taxes for current and future generations.

In addition to setting up these estate planning vehicles, we counsel clients on how to administer and gain tax advantages from them. We form trusted relationships that in many cases continue from one generation to the next.

  • Lourie & Cutler, P.C.
  • 60 State Street, Boston, MA 02109
  • 617-742-6720