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

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

Latest News

Murphy, Hesse, Toomey & Lehane, LLP, Represents Dedham School Committee in Labor Dispute

Kevin Bresnahan, a partner with Murphy, Hesse, Toomey & Lehane, LLP, represented the Dedham School Committee in its recently-concluded collective bargaining with its teachers’ union. After nearly two years of negotiations, the union scheduled a strike vote last week. Attorney Bresnahan filed a petition with the Department of Labor Relations on behalf of the School Committee, and obtained an order to prevent the illegal strike. When the union went forward with the strike vote, a judge in the Norfolk Superior Read More

Legal Updates

Massachusetts Legislature Passes Post-Janus Bill Over Governor’s Veto

On September 19th, the Massachusetts Legislature overwhelmingly overrode Governor Charlie Baker’s veto of a union-friendly law. The bill was passed in response to the U.S. Supreme Court’s 2018 decision in Janus v. AFSCME which relieved bargaining unit employees who were not members of the union of the obligation to pay dues to public sector unions. The Massachusetts bill allows unions to charge non-members certain fees, relieves unions of some of their obligations to those non-union employees, and expands unions’ access to public employees.

 

 

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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