The Wagner Law Group | Est. 1996

Nationally-Recognized ERISA Services

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Legal Guidance with Trusts & Estates

The Wagner Law Group maintains an active trusts and estates practice group that recognizes that creating estate plans can be very personal and sometimes stressful endeavors for clients and their families. Each individual situation receives careful attention, designed to provide customized, thoughtful advice.

Our trusts and estates attorneys assist families in protecting assets, managing wealth, and transmitting wealth to future generations based on the particular client’s situation. We work to ensure that the objectives of our clients are met, not only for the immediate benefits, but also in terms of long-range planning.

In representing private individuals and families, we serve as legal advisers and sometimes also as personal representatives and trustee.

Our Estate Planning Services Include:

  • Comprehensive estate planning, including marital trusts, wills, durable powers of attorney, health care proxies, living wills and HIPAA releases
  • A variety of complex trusts, such as irrevocable life insurance trusts, qualified domestic order trusts, and children’s trusts
  • Legal advice to fiduciaries, including trustees, personal representatives, guardians and conservators
  • Guardianships and conservatorships
  • Probate administration
  • Post-mortem planning
  • Probate litigation, including will contests and petitions to partition real estate.

Representative Trusts & Estate Cases Include:

  • Preparation of a notice of substitution – facilitated by a stock swap resulting in a better tax result for a $5 million trust
  • Preparation of a partial disclaimer – providing heirs with additional property in an $8 million trust
  • Funding a trust in 2015 with assets from a 1965 trust – through the exercise of a power of appointment
  • Preparation of a blended marriage estate plan, using a complex technique for addressing the needs of children from different marriages for trusts with assets of $6 million
  • As trustee, implementing the terms of a pre-marital agreement in a marital and family trust – assuring that there would be adequate income for the surviving spouse
  • Filing a petition to partition jointly held real estate – requiring the sale of the property.

A Skilled Legal Team For Your Trust & Estate Needs

Our well-rounded legal team is uniquely qualified to create, manage and resolve estate planning issues as well as offer proactive counsel on other wealth management matters. We offer in-depth and personalized attention backed by decades of experience. Learn how our attorneys at The Wagner Law Group can help you with your estate planning needs. Contact our nationwide offices online or call 617-357-5200 to schedule your initial consultation.

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