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The Law Office of Paul S. Hughes

Estate Planning, Taxation Law Firm

Estate Planning and Taxation

Attorney Hughes provides his clients with 35 years of Estate Planning and Estate Tax Experience, including Estate Planning and Estate Taxation and Retirement Plan Distributions. Massachusetts residents looking to optimize their finances in retirement and provide for future generations have turned to Attorney Hughes for years, to help them make the right legal decisions for their families.

The firm’s Estate Planning Services include planning for qualification for MassHealth, including annuitizing investments in order to qualify for MassHealth. Attorney Hughes provides estate planning services for individuals and families with combined assets as high as $10,000,000. The firm handles marital deduction trusts, credit shelter trusts, and charitable trusts, plus deferment of federal estate tax for closely held business interests. The firm also helps families with retirement plan distributions, audits of retirement plans by the IRS, and provides legal representation concerning audits of retirement plan issues by the IRS. Attorney Hughes can aid clients in streamlining and reducing the cost of probate proceedings, estate planning for protection of assets, and planning to maximize estate tax and estate income tax deductions.

Attorney Hughes provides Estate Taxation Services, such as federal and Massachusetts estate tax returns for estates with a combined asset value up to $5,000,000, and including deferral of Massachusetts and federal estate tax. He has handled estate tax audits by the Internal Revenue Service and the Massachusetts Department of Revenue, and probate proceedings for both estate administration and guardianship and conservatorship.

Attorney Hughes’ depth of experience in these matters makes him a sought-after lecturer to estate planning groups on both estate planning for retirement plan distributions and medicaid planning.