An Established Boston Tax Firm
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. Leo’s goal was to provide the highest quality of legal services at a reasonable cost by drawing on his experience as a Big Eight tax attorney, a forensic accountant, and criminal tax prosecutor with the Massachusetts Attorney General’s office.
The firm has over 275 years of combined experience in providing legal services to individuals, families, businesses and lending institutions throughout Massachusetts, New Hampshire, and beyond. For more information about our firm, or to speak with one of our tax and estate planning lawyers, we invite you to schedule a free consultation at one of our eight convenient locations in the Boston area, including Boston, Waltham, Westborough and Woburn.
You Earned It. We Protect it.
Forming a business, selling a business, preserving a family heritage, planning for long-term care and buying or selling residential and commercial property all rely on careful consideration of tax implications.
Our knowledge of taxation and wealth preservation strategies is the foundation of our comprehensive legal services:
- Estate planning (wills, trusts, powers of attorney)
- Advanced estate planning (gifting, irrevocable life insurance trust, intentionally defective grantor irrevocable trust (IDGITs), irrevocable spousal lifetime access trust (SLAT), analysis of paying a gift tax vs estate tax, step up in basis considerations, qualified terminable interest property (QTIP) trust, and Massachusetts and other state estate tax considerations)
- Elder law and Medicaid planning (irrevocable income only Medicaid trusts, last minute annuity planning, testamentary trust planning, and 5-year lookback analysis)
- Probate and estate administration law (administration, income and estate taxation, and litigation)
- Trust administration (trustee representation, beneficiary representation, preparation of accountings, and trust litigation)
- Prenuptial agreements
- Real estate (commercial and residential acquisitions and sales, IRC 1031 like-kind exchanges, condominium conversions, ordinary income vs capital gain tax analysis, and success planning)
- Business law (choice of entity analysis (C corporation, S corporation, limited liability company (LLC), limited partnership, and general partnerships), formation, dissolution, succession planning with buy sell agreements, transactions involving the sale and/or purchase of stock or assets, and litigating shareholder and business owner disputes)
- Tax controversies (IRS and state estate tax audits, appeals and Tax Court representation)
- Guardianships and Conservatorships (assisting in filing petitions for guardianships and conservatorships)
A Boston Area Tax Firm Recognized For Excellence In Diverse Areas Of The Law
Cushing & Dolan, P.C. is AV rated*, and our lawyers have been nominated by their legal peers as Super Lawyers and Best Real Estate Closing Attorneys. We regularly conduct seminars and lectures for attorneys, tax professionals and banking clients on estate and tax planning, long-term care planning, real estate settlements and other topics. Leo Cushing and his associates have handled more than 80,000 residential closings. Our attorneys are frequent contributors to the Legal Exchange radio program, discussing a wide range of financial and estate-related issues.
For more information, see articles written by our attorneys, or feel free to e-mail or call our firm at 888-759-5109 to arrange a free consultation.
* CV, BV, and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies.
Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories – legal ability and general ethical standards.