The Estate Planning & Administration Practice Group at Liff, Walsh & Simmons offers a full range of estate planning services with an emphasis on each client’s unique circumstances. Our attorneys work closely with individuals and families to ensure that their estate planning portfolios are carefully tailored to address their particular financial needs and family dynamics.
What We Do
How We Do It
1
Estate Planning
We have extensive experience in utilizing a variety of estate planning tools to achieve our clients’ goals. Our attorneys regularly provide advice on tax reduction strategies, the use of life insurance, and succession of a family business.2
Estate Administration
Liff, Walsh & Simmons’ attorneys are experienced in all aspects of estate administration. We work closely with our clients to guide them through the entire estate administration process. Our representation typically includes the opening of the decedent’s estate, obtaining necessary appraisals of assets, management and transfer of assets, assistance with the filing of state and federal tax returns, and the payment of any claims, debts, expenses or taxes.Our attorneys also assist with the coordination among the decedent’s professional advisors to ensure that the process is as efficient and stress free as possible.
3
Fiduciary Litigation
Fiduciaries are individuals or corporations that have a duty to act primarily for another’s benefit and must perform their duties with care, loyalty, and good faith and avoid any conflicts of interest. At Liff, Walsh & Simmons, our attorneys represent clients in matters involving fiduciaries including the administration and disposition of wills, trusts, estates, and guardianships.CONTACT OUR TEAM
Gregory J. Ferra
Partner
Terrence C. Liff
Partner
Jim Crossan
Partner
Jonathan W. McGowan
Partner
