Cushing & Dolan, P.C. | Attorneys At Law

Handling Sophisticated Estate Planning Needs for You and Your Family. Call: 888-759-5109

Cushing & Dolan, P.C. | Attorneys At Law
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Over 275 Combined Years Of Legal Experience
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Brookline Estate Planning And Tax Advisory

Preserving multigenerational wealth requires sophisticated financial foresight. At Cushing & Dolan, P.C., our attorneys provide comprehensive tax compliance and estate administration for high net worth individuals, business owners, executives, professionals and real estate owners throughout Brookline, Chestnut Hill and the greater Boston area.

Our Brookline estate planning attorneys are certified public accountants (CPAs) or hold advanced Master of Laws (LL.M.) degrees in taxation, giving our clients deep legal insight to shield assets and minimize exposure to state and federal estate, gift and capital gains taxes.

Estate Planning And Tax Law Services In Brookline

We design custom financial and legal strategies that address the complex pressures facing local property owners and high-earning professionals. Our attorneys help client families protect their holdings and reduce overall tax liabilities using proven legal tools:

  • Wills and living wills: Declare clear asset distribution terms and state specific medical preferences.
  • Durable powers of attorney and healthcare proxies: Designate trusted individuals to manage personal, legal and financial decisions.
  • Revocable and irrevocable trusts: Protect high-value property from litigation and probate while securing structured distributions.
  • Asset protection and business succession: Shield private wealth using limited liability companies, family limited partnerships and buy-sell agreements.

These structured tools enable local families to pass assets smoothly while preserving overall portfolio value.

Transferring Wealth And Tax Considerations In Brookline

Transferring substantial wealth between generations demands proactive management to limit state and federal tax exposure. Massachusetts imposes a $2,000,000 estate tax exemption threshold, which often impacts Brookline, Chestnut Hill and Boston homeowners whose property equity, when combined with other assets, pushes their aggregate taxable estate past the state limit. A skilled Brookline tax lawyer from our firm helps you minimize these financial liabilities through:

  • Credit shelter trusts
  • Strategic property transfers
  • Structured gifting plans

Our primary focus centers on reducing the tax consequences of intergenerational wealth transfers. Our attorneys implement grantor retained annuity trusts, charitable remainder trusts and irrevocable life insurance trusts to shield your hard-earned holdings.

Schedule A Free Consultation With Our Experienced Team

Cushing & Dolan, P.C., was established in 1984 in Boston by Leo J. Cushing, Esq., CPA, LL.M., focusing on income tax and estate tax matters. Today, our highly credentialed legal team continues that tradition of strong financial guidance for families across Norfolk and Suffolk counties. Call us at 888-759-5109 or email us today to schedule a free consultation with an experienced Brookline tax and estate planning attorney.