PRACTICE AREAS

Trust, Estates & Taxes

The firm’s trusts and estates group provides a comprehensive range of legal services to assist our clients in the management of their assets and estates, including estate planning, tax consultation and business succession planning. We work closely with our clients to understand their specific needs and objectives and draft individualized documents, including wills trusts, healthcare proxies and power of attorneys, designed to meet their objectives and minimize or avoid taxes and expenses. We counsel our high net worth clients in sophisticated estate planning practices utilizing established and approved methods of minimizing estate taxes including, irrevocable life insurance trusts, charitable lead and remainder trusts, qualified personal residence trusts, grantor retained income and annuity trusts, dynasty trusts, family limited partnerships, family foundations and planned gifting programs. We also draft specialized trust documents to address the needs of individuals with disabilities or to preserve the estate assets in the event of prolonged illness or incapacity.

The firm also provides a full range of services for the probate and administration of estates. We represent our clients in their capacity as executors, administrators or beneficiaries of the estate. We are sensitive to the needs and issues that arise during this often difficult period and work to efficiently and professionally complete the probate process and resolve any issues or disputes that occur during this time. The firm also provides counsel and advice to clients regarding post mortem planning options that may meet their objectives or reduce taxes. We prepare when necessary all state and federal estate tax, and income tax, returns and represent the client if any of the returns are audited.

The firm offers other probate services including appointments of guardians or conservators, and approval of estate plans for individuals that lack the required legal capacity to execute these documents individually. We can also provide continuing administrative and accounting services for trustees, guardians and conservators. The firm also counsels fiduciaries of all types on their legal obligations including permissible investment practices.

Contact us today if you have questions about Trust, Estates & Taxes

DON GRAHAM_WWW

Donald L. Graham

(617) 479-5000 dgraham@mhtl.com

Mr. Graham is a managing partner with Murphy, Hesse, Toomey & Lehane, LLP and directs the firm’s corporate and commercial law practice areas. Mr. Graham has over thirty-five years experience in corporate organization, commercial contracting, business acquisition and sales, license and royalty agreements, intellectual property protection, commercial financing (bank, private placement and venture), commercial real estate acquisition, sale, leasing and construction, as well as general business counseling and advice. He has served as an arbitrator for the American Arbitration Association and has Read More

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Clifford R. Rhodes

Attorney

crhodes@mhtl.com

Mr. Rhodes received his bachelor’s degree from the University of Iowa where he was a University Honors Scholar. In 1992, Mr. Rhodes received his. J.D. from the University of Iowa, College of Law graduating with distinction, and serving as a member of the Iowa Law Review. Mr. Rhodes served as an Assistant Utah Attorney General, where he received the State of Utah Award for outstanding service. He has also served as a prosecutor and most recently served as counsel for the Read More

Daly, (Mac) John MHTL

John Mac Daly

Associate

(617) 479-5000 jdaly@mhtl.com

Mr. Daly’s practice is primarily focused on corporate and financial transactional work. Mr. Daly handles the full spectrum of corporate matters and has assisted clients with entity formation, trademark applications, real estate transactions, mergers & acquisitions and investments. Additionally, Mr. Daly represents and advises various retirement and pension funds on investments. Mr. Daly graduated from Boston University School of Law. During his time in school Mr. Daly was a member of the Boston University & Massachusetts Institute of Technology Start-Up Read More

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Peter T. McNulty

Attorney

(617) 479-5000 pmcnulty@mhtl.com

Formerly corporate counsel at a large Massachusetts Community Bank, Mr. McNulty’s practice is primarily focused on corporate and financial transactional work. Mr. McNulty handles the full spectrum of corporate and real estate matters and has assisted clients with entity formation, real estate transactions, mergers & acquisitions and investments, as well as commercial and residential acquisitions and dispositions. Additionally, Mr. McNulty represents and advises various financial institutions on a wide range of topics, including corporate governance, compliance, construction and secured lending, Read More

Latest News

Murphy, Hesse, Toomey & Lehane Partner Completes Term as Chair of Neponset River Regional Chamber

  Alisia St. Florian, partner at Murphy, Hesse, Toomey & Lehane, LLP, was recognized for her leadership as she completed her term as chair of the Neponset River Regional Chamber during the Chamber’s Annual Meeting. Attorney St. Florian was the chair of the board during the Chamber’s 125th Anniversary year celebration, on September 19, 2019 at the Paul Revere Heritage Site in Canton with 125 people in attendance. Alisia said the following about her term as chair, “Being a member Read More

Legal Updates

U.S. Department of Labor Issues Guidance on COVID-19 and the FLSA

In addition to issuing guidance on OSHA and COVID-19, which we covered in our Labor & Employment Alert issued on March 15, 2020, the U.S. Department of Labor also issued Questions and Answers on COVID-19 and the Fair Labor Standards Act (FLSA), and COVID-19 and the Family and Medical Leave Act (FMLA). This edition of the Client Alert will highlight the Questions and Answers provided by the DOL regarding the FLSA.

Quincy, MA

Crown Colony Plaza
300 Crown Colony Drive, Suite 410
P.O. Box 9126
Quincy, MA 02169-9126

Boston, MA

75-101 Federal Street
Boston, MA 02110

Tel: (617) 479-5000
Tel: (888) 841-4850
Fax: (617) 479-6469

Springfield, MA

One Monarch Place, Suite 1310R
Springfield, MA 01144

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