The firm provides counsel in the areas of trusts, estates, probate and tax planning to individuals and families, as well as general legal services to a variety of business enterprises and non-profit organizations. It also offers a full range of fiduciary services including trust and estate administration and management. As part of those services, the firm provides tax advice and tax return preparation for individuals, trusts, estates and other entities including private foundations, S corporations, limited partnerships (LP's) and limited liability companies (LLC's).
In estate planning, the firm focuses on individual and family needs and financial objectives. After thorough analysis with the help of other family advisors, members of the firm work to develop a comprehensive estate plan to minimize taxes and maximize asset preservation and financial growth, establishing wills, living trusts, grantor retained income trusts, life insurance trusts, generation-skipping trusts and gift-giving programs, including charitable remainder trusts and charitable lead trusts. The firm also has decades of experience in estate administration.
If requested, Broude & Hochberg, LLP attorneys are available to serve as guardians, trustees or executors, either alone or with family members or other professionals. Where appropriate, clients' assets are held in a group custody account at State Street Bank and Trust Company which provides safekeeping and custodial services. The firm's trust department monitors the daily activity for accuracy and compliance with the standards established for each account. Reports are made monthly to clients, co-Trustees and beneficiaries. To secure knowledgeable investment advice, the firm has long retained the services of a seasoned investment advisor and also has the flexibility to work with any other investment advisor that a client may choose.
Specific Areas of Practice for our Boston office:
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