Estate Planning and Protection Law, P.C.

 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.