Robert J. Morrill

Analyze client's situation and recommend appropriate estate plan to meet goals related to estate tax reduction, probate avoidance, asset protection and orderly and efficient transfer of wealth. Drafting of wills, trusts, durable powers of attorney, living wills, health care proxies and other related documents.

Handle all aspects of probate administration. Preparation of estate tax returns and estate income tax returns. Advise executorrs and beneficiaries on their rights and duties. Probate litigation. Probate dispute resolution. Preparation of complaints for instructions and declaratory judgment for defective wills.

In addition to drafting of trusts for estate planning clients, advise trustees and beneficiaries on their rights and duties. Handling of litigation related to trusts and resolution of trust related disputes. Modification of defective trusts through the courts of Massachusetts.

A sub-set of estate planning, focusing on the estate planning needs unique to seniors.