Trust & Estate Planning And Administration Attorneys

Comprehensive Trust and Estate Planning and Administration Services

PLDO provides a full range of estate and trust planning and administration services. Our attorneys have decades of experience and a sophisticated understanding of all the legal and financial aspects of this area of the law, including taxation and estate litigation. Our estate and tax lawyers work very closely with our business law and real estate teams, which provides clients with a wide range of services and solutions for complex matters. Our team of estate and trust planning and administration legal services, taxation and litigation are led by attorneys Bernard A. Jackvony and Gene M. Carlino.

Our trust and estate planning and tax lawyers provide advice and services in matters involving:

  • Wills
  • Trusts
  • Estate planning
  • Estate tax minimization strategies
  • Taxation
  • Probate administration
  • Business succession
  • Long-term care and Medicaid planning
  • Other estate law services

Trust and Estate Litigation

We represent clients in trust  estate litigation involving will contests, probate litigation and disputes over the management of and disbursements from trusts and work diligently to protect the rights and achieve the goals of our clients. Our experienced estate litigation attorneys handle a wide range of matters, including, but not limited to, the following issues:

  • Will contests
  • Trust disputes
  • Capacity issues
  • Business succession disputes
  • Claims of undue influence
  • Breach of fiduciary duty
  • Fraud
  • Misappropriation of funds
  • Prudent Investor Issues
  • Embezzlement and money laundering through trusts
  • Tax evasion
  • Failure to abide by the contents of an estate planning document

Our attorneys can help you handle any trust and estate litigation matter with discretion and an eye toward preserving familial or business relationships. With offices in Rhode Island, Massachusetts and Florida, we are well equipped to help clients who reside in one state, but have a relative who passes away in another jurisdiction or who travel between states. For example, our attorneys routinely serve clients that reside in both Rhode Island and Florida. Our Florida offices are located in Boca Raton in the Wells Fargo Plaza, 925 South Federal Highway, Suite 715 and in West Palm Beach at 777 South Flagler Drive,Suite 800 - West Tower.

We encourage you to contact us today to schedule a consultation with a skilled and experienced lawyer.

Taxation

Our tax lawyers are seasoned advisers and advocates for clients in all matters involving federal and state taxation. Our firm represents individuals before the Internal Revenue Service in contested assessments during the examination phase, before the Appeals Division, and at trial in the United States Tax Court, the United States Court of Federal Claims, and the Federal District Court. In addition, we assist clients in all phases of the tax collection process, including negotiating installment agreements, Offers in Compromise, penalty abatement requests if reasonable cause exists and advising clients on how to properly structure their affairs within the bounds of the law, so as to better position our clients for a favorable settlement and to avoid unnecessary exposure to collection procedures. Our team leaders are highly trained attorneys with decades of experience providing clients with solutions to complex tax issues and have earned LL.M. degrees in Taxation. Our Partner Gene M. Carlino has 25 years of experience as a tax lawyer in all matters of federal income tax planning, including structuring and implementing like-kind exchanges from a routine to a sophisticated nature, and advising corporate taxpayers and shareholders in connection with tax-free reorganizations.

Complex Estate Planning Advice and Services

We have vast experience in complex estate planning matters involving medium and large estates. Our attorneys counsel and represent individuals and families and closely held businesses and family-owned businesses. Our estate and trust legal services include planning techniques such as funded revocable trusts, funded irrevocable trusts, funded life insurance trusts, planning for families with a noncitizen spouse, planning for families with special needs children or beneficiaries, grantor retained annuity trusts, sales to irrevocable trusts using a conventional promissory note and/or using a self-canceling installment note, and domestic asset protection trusts.

Elder Law

Elder Law is a combination of several distinct disciplines focused on the unique needs of the elder population. Our elder law services include estate planning, Medicaid planning and asset protection planning. We advise clients in all phases of the Medicaid eligibility process, including structuring one's affairs, and designing and implementing Medicaid plans well in advance of the need for nursing home care. When the unexpected or a crisis event occurs, clients are assured rapid response and the right guidance by our experienced Elder Law attorneys. Our lawyers provide the highest quality service and legal counsel, from preparing the Medicaid application and presenting it to state authorities, to handling any appeal of the plan that becomes necessary through the state administrative hearing process. We believe that planning for the costs of one’s long-term care needs should include the important aspect of wealth preservation. Our focus is on the best interests of the Elder client.