Estate Planning and Administration

Berryman & Montalbano assists clients with all aspects of estate planning and the administration of estates.  We draft wills and trusts, from simple documents to complex trusts for clients with estate tax minimization needs, illiquid estates, blended families, or other complications.  Individuals with estates large enough to incur estate taxes require sophisticated planning to minimize those taxes, but a well-thought out estate plan also takes into account capital gains tax issues, property tax issues, and other financial challenges.  The firm counsels clients on tax minimization techniques, including strategic gifting, irrevocable trusts, family limited partnerships, tenancy-in-common agreements, and multi-generational planning. 

Berryman & Montalbano also administers trusts following death with particular emphasis on asset valuation, strategic sub-trust funding decisions, and the preparation of estate and income tax returns with certified public accountants.