Estate Planning

Preparing for the future and safeguarding your assets can seem a daunting responsibility. Morrissey, Hawkins & Lynch is committed to providing you and your family with financial security, privacy, and peace of mind. We offer a variety of estate planning services, ranging from basic wills and trusts to more sophisticated planning for high net-worth clients and individuals with complex or novel needs. Our team of attorneys can prepare a comprehensive estate plan tailored to your family’s unique goals and circumstances. We help to ensure an efficient transition of wealth from one generation to the next, while protecting your financial interests and reducing your tax liability.

Our attorneys offer a complete array of estate planning services, including:

  • Drafting wills, trusts, irrevocable life insurance trusts, grantor retained annuity trusts, qualified personal residence trust, charitable remainder trusts, as well as ancillary documents such as durable powers of attorney, health care proxies and living wills
  • Business succession planning, including creation of family limited partnerships and LLCs and sales to intentionally defective grantor trusts
  • Retirement planning
  • Premarital and postmarital planning
  • Education planning
  • Charitable giving and philanthropy
  • Special needs planning
  • Probate and estate administration
  • Preparation of estate and gift tax returns
  • Judicial accountings and trust reformations
  • Probate litigation and other court proceedings concerning wills and trusts