Rhode Island & Massachusetts Estate Planning And Elder Law
Attorneys
Attorneys Anthony R. Mignanelli, Richard J. Petrucci, Jr, Julia W. Crisfield, Christina M. Scola, & Ann Marie Maccarone understand that arranging for the management of your assets upon your death or incapacity is one of the greatest legacies that you can give your family. Appropriate advanced planning can give you peace of mind, knowing your affairs are in order. That’s where the lawyers at Orson and Brusini Ltd. can help you.
Our areas of focus include estate planning, probate and estate administration, trust administration and fiduciary representation, elder law and special needs planning, tax planning, guardianships, as well as estate and trust litigation.
Estate Planning
A comprehensive and tailored estate plan will benefit you and your family, including future generations, in many ways. The proper plan may reduce or eliminate estate taxes and protect assets from long-term care expenses. Our process begins with a thoughtful discussion about your family, your assets and your goals. The attorneys at O&B have extensive experience in developing the right plan for your specific circumstances, including sophisticated tax strategies, asset protection and special needs trusts. Your individually tailored estate plan will save you and your family untold time and expense.
Estate Administration
The attorneys at O&B provide cost-effective and efficient support in all areas of probate and estate administration in Rhode Island and Massachusetts. We can guide your family through the intimidating process of probate, post-mortem tax planning, estate and trust administration, helping minimize stress and confusion during a time of grieving.
Trust Administration
The attorneys at O&B assist fiduciaries in an advisory capacity and, upon request, serve as trustees or co-trustees for clients and their families. We also work closely with corporate trustees and trusted financial advisers, implementing a comprehensive team approach to address personal planning and wealth preservation. Trust administration requires a broad range of knowledge, including an in-depth understanding of the fiduciary duties and potential liabilities of a trustee, and experience with complex family dynamics.
Elder Law And Special Needs Trust Planning
This highly technical area of practice requires special knowledge of both state and federal requirements for governmental benefits. Our attorneys can help protect these valuable benefits and assist in qualifying for Medicaid and state-funded programs. We can help single individuals and couples qualify for coverage of nursing home expenses or other specialized support services through Medicaid. Many families inadvertently jeopardize governmental benefits because of a lack of proper guidance and planning. Proper advanced long-term care planning provides seniors and individuals with special needs, and their families, with a financial “road map” to expand and protect their choices for care.
Tax Planning
The attorneys at O&B understand that every transaction has tax consequences and assist clients and their fiduciaries with tax-efficient planning. This planning includes addressing the impact of state and federal income tax, estate tax, gift tax and generation skipping transfer tax. We work with our clients, and their advisers to identify priorities and develop tax strategies to preserve generational wealth. It is important to analyze the potential tax savings during an individual’s lifetime and after death. We guide our clients’ fiduciaries through the complexities of achieving tax-efficient trust and estate administration.
Guardianships
Guardianship proceedings are often needed when an individual can no longer act for himself or herself with respect to financial and health care matters. A guardianship is a legal proceeding for the appointment of a substitute decision maker. When faced with the need for a guardianship, the experience and insight of our attorneys can help families cope with the limitations of a loved one.
Estate and Trust Litigation
The relationship between a fiduciary and a beneficiary or heir is complex, and conflicts can inevitably arise. The lawyers at O&B are experienced in understanding this intricate relationship and provide advice and guidance regarding risk management, conflict avoidance and accountability. In situations where court intervention is required, we will guide clients through that process in a cost-effective and sensitive manner.
Talk With Our Rhode Island Estate Planning Team Today
Planning for the future can feel overwhelming, especially when you want to protect your family and your assets. The attorneys at O&B take time to understand your goals so you can make decisions that bring stability and peace of mind.
Call O&B at 401-283-7994 or send a message through our online form to schedule a free consultation. We are here to guide you and your family through each step.