Belmont, MA
Estate planning Lawyer at Belmont, MA
Practice Areas: Estate Planning, Probate
OUTCOME: Planning completed
Worked with 3 generations of family to implement ownership agreement to own and preserve Cape Cod vacation home for future generations and protect against creditors and transfers outside of family.
OUTCOME: Documents created.
Create irrevocable trusts to allow grandparents to make annual gifts to trust for future use and benefit of grandchildren using annual exclusion and allowing trust income tax to be paid by grandparents ... .
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