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Steffensen, Fleming & Associates, LLC - Firm Profile


Steffensen, Fleming & Associates, LLC 
Size of Organization: 6
Year Established: 1974

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Steffensen, Fleming & Associates, LLC is a Boston law firm with a specialized practice in estate and fiduciary matters.

We offer comprehensive estate planning services, including:

-Preparation of wills and trusts of all kinds

-Implementation of common strategies to reduce or eliminate estate tax

-Structuring sophisticated gifting techniques

-Planning for incapacity and for beneficiaries with special needs

We handle all aspects of estate administration: probating wills, gathering assets, paying bills, keeping accounts, obtaining appraisals, preparing tax returns, and making distributions to beneficiaries. We serve as counsel to both professional and family executors, and adapt our role to the circumstances of each estate.

We handle ordinary residential real estate conveyances for buyers and sellers, as well as more complex real estate transactions involving trusts, distributions from estates, and intrafamily gifts and exchanges.

We deliver experienced and sophisticated advice to both professionals and laypersons who are serving as fiduciaries - that is, executors, trustees, guardians, custodians, and agents. Because fiduciaries are held to unusually high standards of care, guidance as to their legal duties and responsibilities can help avoid pitfalls.

Each member of our firm takes pride in providing the highest quality legal services; we believe that excellent results can be attained at reasonable rates. Our collegial approach to our practice offers clients the benefit of our collective insight and experience in the field of trusts and estates.

Statement of Practice Summary:
Estate Planning; Probate; Trust and Estate Administration; Taxation; Real Estate Law.