Trusts and Estates - Bulkley Richardson

Trusts and Estates
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Professionals

Bulkley Richardson’s Trusts and Estates attorneys assist clients with all aspects of estate planning, probate, estate, and trust administration, special needs planning, business transition planning, and charitable gift planning.

Thirteen Bulkley Richardson Lawyers Recognized as “Best Lawyers”

Three Bulkley Richardson Attorneys Named “Super Lawyer” for Twenty Consecutive Years

The New Massachusetts Estate Tax Exemption

Bulkley Richardson Named 2024 “Best Law Firm” in Fourteen Practice Areas

Bulkley Richardson Welcomes Four New Associates

Fifteen Bulkley Richardson Lawyers Recognized as Best Lawyers Award Recipients

Seunghee Cha Contributes to MCLE Wills & Trusts Book

Bulkley Richardson Named 2023 “Best Law Firm” in Twelve Practice Areas

Four Attorneys Join Bulkley Richardson

Sixteen Lawyers Listed by “Best Lawyers” in Twenty-Four Unique Practice Areas

Jeffrey W. Roberts Joins Bulkley Richardson

Bulkley Richardson Named 2022 “Best Law Firm” in Eleven Practice Areas

Seunghee Cha Presents on Estate Planning Considerations for Retirement Assets

Thirteen Bulkley Richardson Lawyers Named “Best Lawyers”

Seunghee Cha to Participate in Transitional Resource Fair

Is It Possible to Put a Retirement Plan in a Special Needs Trust?

Seunghee Cha Leads Class on Massachusetts Laws on Advance Directives.

Unique Challenges of Estate Planning for Solos

Legal Standards for Capacity

Navigating Elder Care in Blended Families

ABLE Accounts Offer Financial Independence for Beneficiaries Who Can Manage Their Own Money

IRS Issues Final Regulations for ABLE Accounts

Strategies for Bridging SSDI’s Medicare Waiting Period

Passing On Your Land Using Wills and Trusts

Bulkley Richardson Named 2021 “Best Law Firm” in Eleven Practice Areas

Building a Legacy of Caring

Protecting Personal-injury Settlements with a Special-needs Trust

Why Make a Will?

Fourteen Bulkley Richardson Lawyers Named “Best Lawyers”

Liz Sillin and John Pucci Named “Lawyer of the Year” Recipients

Theft from SNT Highlights Value of Using a Professional Trustee

Child Support and Special Needs: Six Important Questions

What Is a “Medicare Set-Aside” and When Do You Need One?

Estate Planning Opportunity: Conversion of Traditional IRA or 401(k) Accounts to Roth Accounts

Some Things to Know About Durable Powers of Attorney

Advance Care Planning in the COVID-19 Era

Completely Out of Limbo: SSI Beneficiaries to Receive Relief Checks Automatically

Governor Baker Signs Remote Video Notarization Bill

Guidelines on Endowments for Charities Due to COVID-19

COVID-19 May Make Remote Notarization A Reality In Massachusetts

Estate Planning and COVID-19 Concerns

Bulkley Richardson Launches COVID-19 Response Team

Seunghee Cha to Speak on Giving Back: How Advisors Can Support Charitable Planning for Small and Family Owned Businesses

Social Security Payments Rise Slightly for 2020

Congress Reverses Recent Changes to the Kiddie Tax

New Retirement Law Changes Special Needs Planning

What Happens to an ABLE Account If the Beneficiary Is No Longer Disabled?

Navigating Elder Care Law in Blended Families

Client Alert: How the SECURE Act Could Affect Your Estate Planning

Bulkley Richardson Tops List of Springfield Firms with Eleven Practice Areas Ranked in “Best Law Firms”

Seunghee Cha to Speak on Multi-Disciplinary Perspectives on “Solo Agers”

Twelve Bulkley Richardson Lawyers Named “Best Lawyers”

Liz Sillin Co-authors Article on Clarified Provisions of the MA Spousal Elective Share Statute

Liz Sillin to Speak at Franklin Land Trust Meeting (April 18, 2019)

The Massachusetts Uniform Trust Code – Winter 2019

Estate Planning Resolutions for a New Year – Winter 2019

What Can a Special Needs Trust Pay For? – Winter 2019

Bulkley Richardson Tops List of Springfield Firms with Ten Practice Areas Ranked in “Best Law Firms”

Ron Weiss Receives Prestigious Pynchon Award for “Creating an Environment of Giving”

A Brief History of the Estate Tax: From War Efforts to Social Equalizer – Fall 2018

It’s Not Easy Being Green (Yet), But Have You Considered a Green Burial? – Fall 2018

The Trust: A Remedy with Side Effects – Fall 2018

What Should We Tell the Kids? – Fall 2018

Thirteen Bulkley Richardson Lawyers Selected by Peers for 2019 Best Lawyers®

Two Bulkley Richardson Partners Named 2019 “Lawyer of the Year” for Springfield, MA

Business Succession Planning: Why Have a Buy Sell Agreement? – Summer 2018

Trusts and Estates at the Movies – Summer 2018

Should You Name a Bank as Your Personal Representative? – Summer 2018

Massachusetts Passes Bill Protecting Farmers from Estate Tax – Summer 2018

What is a “Limited Power of Appointment” and Why Should You Include It in Your Trust? – Spring 2018

How the Tax Reform Affects Trusts Owning S Corporation Stock – Spring 2018

Breaking Up (the stuff) is Hard to Do … – Spring 2018

Massachusetts Needs Meaningful Estate Tax Reform – Spring 2018

The Fiduciary Duty: A Trustee’s Duty of Care – Winter 2018

Seunghee Cha, LLM

Partner

Elizabeth M. Dougal

Counsel

Jacob Kosakowski

Associate