The Trusts & Estates practice of Murtha Cullina provides personal assistance to clients in lifetime planning and asset accumulation, estate and gift planning and the administration of estates and trusts. We have extensive experience employing sophisticated tax planning strategies, and we emphasize a personally tailored approach to our clients' needs and concerns, rather than pre-packaged, general solutions.
We are proud of the individual attention we give to each client's personal, financial and family circumstances in providing expert tax and estate planning advice. We care about our clients and their families, and our top priority is to understand their needs and concerns, resources, family situation and objectives. We explore alternatives with our clients and help them decide on plans to accomplish their objectives, being sensitive to family and other issues important to them.
We represent many entrepreneurs and small businesses, assisting them with their combined estate planning and business planning needs, including succession plans for the closely held business. Many of our estate planning lawyers have substantial corporate law experience, which makes them uniquely qualified to deal with the full range of planning issues faced by owners of privately owned business.
Clients often ask us to serve as Executor or Trustee, and we are happy to do so when it is a strong client preference. Murtha Cullina's Fiduciary Services Program is designed to assure that when clients ask us to become responsible for their personal wealth, assets are held and invested safely and professionally. This program sets us apart from many firms; it affords clients personal service from their Murtha Cullina attorney as fiduciary (or co-fiduciary with a client's family member), together with institutional custody of assets and the assistance of well-qualified asset managers.
Our close, personal relationships often lead to multi-generation representations. Clients refer their children to us for estate planning that is thoughtfully integrated with the plans we have formulated for their parents. Some of our client families have been with us for thirty years or more and include four generations of the family.
Murtha Cullina trust and estate professionals practice in this field because they are motivated by the satisfaction that comes from helping people — helping them to identify and achieve their families' personal and financial goals and helping them to avoid or solve legal, financial, tax and personal problems. Close personal relationships with our clients and dedication to service, integrity, competence and reliability are our core strengths.