Estate Planning And Administration Attorneys

The attorneys at Pannone Lopes Devereaux & O’Gara LLC  provide a full range of estate planning, 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.

We Handle All Estate Planning Matters

Our 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 and 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 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 passed 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 office is located in Boca Raton in the Peninsula Plaza, 2424 North Federal Highway, Suite 204, Boca Raton, Florida 33431.