Katelyn Mills's Legal Cases (4)

Estate planning

Estate Tax Planning for a High-Net-Worth Couple

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OUTCOME: Reduced estate tax liability and preserved wealth.

I worked with a married couple whose estate exceeded the estate tax threshold. We implemented a tax-efficient estate plan that included QTIP trust provisions, lifetime gifting strategies, and a review ... of asset titling and beneficiary designations. Our planning helped reduce potential estate tax liability and ensured that their wealth would be preserved and passed on according to their wishes.

Probate

Probate and Estate Administration After an Unexpected Loss

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OUTCOME: Smooth and efficient estate administration.

Following the unexpected death of a parent, I guided the family through the Massachusetts probate process. This included petitioning for the appointment of a Personal Representative, assisting with the ... transfer of real estate and financial accounts, and preparing the inventory and accounting.

Trusts

Trust Administration and Estate Tax Filings

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OUTCOME: Eased the administrative burden and helped avoid common pitfalls.

After the death of a client’s parent, I assisted the successor trustee in carrying out their fiduciary responsibilities under a revocable trust. This included guiding them through the process of asset ... collection, valuation and notification to beneficiaries. I also prepared and filed the Massachusetts M-706 and Federal Form 706 estate tax filings and ensured proper distribution of trust assets in accordance with the trust terms.

Estate planning

Comprehensive Estate Plan for a Young Family

N/A

OUTCOME: The couple left with peace of mind knowing their family would be protected.

I assisted a young couple in developing their first estate plan after the birth of their child. We created Wills naming guardians, a Revocable Trust for asset management and probate avoidance, Health ... Care Proxies, and Durable Powers of Attorney. We also reviewed beneficiary designations and I provided guidance on funding the trust. The couple left with peace of mind knowing their family would be protected.

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