Sample Representations in Estate and Tax Planning Areas by Marlborough Estate Planning Attorney Robert H. Ryan
- Lead attorney - Trust Reformation Marital Deduction Case, Shultz v.Shultz, SJC-10085
- Successfully represented an Estate in an IRS Audit challenging valuation discounts of fractional interests by persuasively arguing against several theories proffered by the IRS, which allowed the Estate to avoid a potential $600,000 assessment.
- Worked with major university to establish endowed scholarships from grants from a Private Foundation
- Implemented Grantor Retained Annuity Trust for gifts of stock of start-up company
- Organization of family limited liability company (FLLC) and subsequent sale using Self-Canceling Installments Notes (SCINS) to receive discounted gifts of FLLC interests to minimize estate tax and pass wealth to younger generation.
- Implementation of estate planning trusts with special provisions for disabled beneficiaries or beneficiaries receiving public assistance.
- Preparation of complex Estate Tax Return involving a private foundation, charitable remainder uni-trusts (CRUTs) and individual beneficiaries.
- Effectively interacted with individuals, families, and small business owners to develop and implement comprehensive Estate Plans.
- Successful representation of applicants at MassHealth Board of Hearings.
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Estate Planning and Protection Law, P.C. focuses on Estate Planning, Advanced Estate Planning Techniques, Asset Protection, Elder Law, Medicaid (MassHealth) Planning and Trust, Probate and Estate Administration, Family Business and Succession Planning, Special Needs Trusts, and services Central Massachusetts including Worcester County, and Metrowest Middlesex County and the Boston area including Worcester, Marlborough, Hudson, Sudbury, Upton, Grafton, Millbury, Auburn, Shrewsbury, Westborough, Hopkinton, Northborough, Southborough, Stow, Acton, Bolton, Boylston, West Boylston, Holden, Sterling, Spencer, Grafton, and Sturbridge. Law Solutions by Lawrina, part of Estate Planning and Protection Law, P.C.