Protecting Assets During Your Lifetime.
Preserving Them For Future Generations.
T: 508.751.5010 | F: 508.751.5016
Practice Areas
Charitable and Exempt Organizations
We counsel charitable entities including corporations, charitable trusts and private foundations with respect to formation and ongoing administration/maintenance requirements.
Our charitable and exempt organization services include:
- Choice of entity and entity formation and registration with applicable authorities
- Applications for tax-exempt status (Form 1023)
- Annual maintenance including annual reports, minutes of meetings and preparation/coordination of state and federal tax filings
Our Practice Areas
● Estate Planning
● Asset Protection Planning
● Elder Law and Medicaid Planning
● Business and Corporate Planning
● Special Needs and Disability Planning
● Estate and Trust Administration
● Guardianships & Conservatorships
● Tax Planning - Corporate and Individual
● Charitable and Exempt Organizations
● Equine and Pet Trust Planning
● Veterans Benefits Planning
● Financial Aid Planning
