Services
Estate Planning
Key Contacts
Frederick M. Misilo, Jr.Officer
key contact
Richard C. Barry, Jr.Officer
key contact
Dennis F. GormanOfficer
key contact
Michael T. LahtiOfficer
key contact
For nearly 200 years, Fletcher Tilton attorneys have counseled individuals on how to manage and protect their assets, minimize their tax burden and protect their wealth for their needs and for those of future generations. The group of estate planning attorneys at Fletcher Tilton is one of the most respected in Massachusetts. A member of our team is a contributing author to the Massachusetts Continuing Legal Education publication, “Drafting Wills and Trusts in Massachusetts.” We offer experienced counsel to business owners on the use of sophisticated estate planning techniques to accomplish the transition of ownership and control to family members or employees.
- Fletcher Tilton attorneys prepare more than 500 estate plans each year for our clients.
- We administer more than 130 estates annually. Through the lens of this experience, we have the experience to draft estate plans which are well thought-through and easy to administer. We conduct the estate planning process to minimize complications and ensure that our client’s wishes are properly carried out.
Estate planning is a multi-disciplinary effort involving a number of professionals. The estate planning group prepares wills and various forms of trusts to reduce or eliminate federal estate taxes.
Read more about Estate Planning
Read more about Estate Planning
Central to many estate plans is a program of gifting assets from one generation to the next.
Read more about Family Transfer Planning
Read more about Family Transfer Planning
We counsel business owners on the use of sophisticated estate planning techniques to accomplish the transition of ownership
Read more about Business Succession Planning
Read more about Business Succession Planning
The firm operates one of the region’s largest tax departments including tax attorneys, CPAs and accountants on staff who prepare approximately 750 tax returns annually.
Read more about Tax Planning
Read more about Tax Planning
Estate Planning Resource Library
- Massachusetts Estate Tax Versus the Capital Gains Tax (To Gift or Not To Gift)
- Estate Planning After Divorce
- Client Testimonials for Estate Planning Attorney Michael T. Lahti
- Why You Should Have An Estate Plan
- Does It Matter Who I Choose For My Trustee?
- Guardianship and Alternatives
- Virtual Estate Planning in Massachusetts During COVID-19
- When Worlds Collide - The Intersection of Traditional Estate Planning With the Protection of Assets From Nursing Home Costs
- Protecting Your Assets
- Update for SSI, SSDI Recipients: Most Will Receive Economic Impact Payments Automatically
- For Recipients of SSI, SSDI, and RSDI: Important Information About Economic Impact Payments
- The Importance of a Healthcare Proxy in Times of Crisis
- The SECURE Act - How It Impacts Your Retirement Planning. What You Need To Know In a Nutshell
- State Taxation of Trust Income - Supreme Court Rejects Aggressive Approach in Kaestner Decision
- Worried About Losing Your Home to the Costs of Long-Term Care?
- 21st Century Estate Planning - It's Not As Easy As You Think
- Has Your Estate Plan Kept Up With Your Life?
- Incorporating Pets in an Estate Plan
- Integrating Futures Planning, Estate Planning and Legal Protections for Persons with Disabilities: A Primer
- Supplemental Security Income: Top Ten "Must Know" Issues
- The Importance of Collaboration Between Your Professional
- Thinking Beyond Special Needs Trusts
- Periodic Reviews of Trust Life Insurance: Why They Are Necessary
- Trusts & Divorce: The Supreme Judicial Court Provides Clarity
- Higher Estate and Gift Exemption Can Reduce Estate Taxes
- Documents Your Child Should Sign Before Leaving for College
- Estate Planning for the Adult Child Who Acts Out, Has Addictions, or Is Otherwise Challenged
- Choosing a Trustee: Factors to Consider
- Gifting to Minors: Year-End Options
- Liability Protection in 2019
- Proper Titling of Estate-Plan Assets
- Trusts Are an Integral Part of Most Estate Plans
- The Importance of Incorporating Beneficiary Designations into an Estate Plan
- Just for the Wealthy? Rethinking the Trust Fund
- Why Do I Need a Power of Attorney?
Past Seminars
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November 17 Estate Planning Webinar with Atty. Michael Lahti
Estate Planning Webinar | Tue. Nov. 17, 2020 | 10:00-11:30 AM -
Thrive Support & Advocacy Virtual Workshop
Live Webinar | Tue. Nov. 17, 2020 | 6:00-7:00 PM -
October 13 Estate Planning Webinar with Atty. Michael Lahti
Estate Planning Webinar | Tue. Oct. 13, 2020 | 10:00-11:30 AM -
September 22 Estate Planning Webinar with Atty. Michael Lahti
Estate Planning Webinar | Tue. Sept. 22, 2020 | 10:00-11:30 am -
September 10 Estate Planning Webinar with Atty. Michael Lahti
Estate Planning Webinar | Thu. Sept. 10, 2020 | 10:00-11:30 am -
Estate Planning for Massachusetts-Florida Snowbirds - Live Webinar
Tue. Aug. 25, 2020 | 10:00 - 11:30 am -
August Estate Planning and Elder Law Webinar with Atty. Michael Lahti
Estate Planning Webinar | Tues. Aug. 11, 2020 | 10:00-11:30 am -
July Estate Planning and Elder Law Webinar with Atty. Michael Lahti
Estate Planning Webinar | Tues. July 28, 2020 | 10:00-11:30 am -
May Estate Planning Brunch Seminar in Warwick, RI
Estate Planning Seminar | Tues. May 26, 2020 | 10:00 am-12:00 p,m | Brunch Seminar | Warwick, RI -
May Estate Planning Lunch Seminar in Warwick, RI
Estate Planning Seminar | Tues. May 26, 2020 | 1:00-3:00 p.m. | Lunch Seminar | Warwick, RI -
May Estate Planning Brunch Seminar in Dover, MA
Estate Planning Seminar | Tues. May 5, 2020 | 10:00 am-12:00 pm | Brunch Seminar | Dover, MA -
May Estate Planning Lunch Seminar in Dover, MA
Estate Planning Seminar | Tues. May 5, 2020 | 1:00-3:00 pm | Lunch Seminar | Dover, MA -
April Estate Planning Brunch Seminar in Lincoln, RI
Estate Planning Seminar | Tues. Apr 14, 2020 | 10:00 am-12:00 pm | Brunch Seminar | Lincoln, RI -
April Estate Planning Lunch Seminar in Lincoln, RI
Estate Planning Seminar | Tues. Apr 14, 2020 | 1:00-3:00 pm | Lunch Seminar | Lincoln, RI -
March Estate Planning Brunch Seminar in Bristol, RI
Estate Planning Seminar | Tues. Mar 24, 2020 | 10:00 am - 12:00 pm | Brunch Seminar | Bristol, RI -
March Estate Planning Lunch Seminar in Bristol, RI
Estate Planning Seminar | Tues. Mar 24, 2020 | 1:00 - 3:00 pm | Lunch Seminar | Bristol, RI -
March Estate Planning Brunch Seminar in Attleboro, MA
Estate Planning Seminar | Tues. Mar 3, 2020 | 10:00 am-12:00 pm | Brunch Seminar | Attleboro, MA -
March Estate Planning Lunch Seminar in Attleboro, MA
Estate Planning Seminar | Tues. Mar 3, 2020 | 1:00-3:00 pm | Lunch Seminar | Attleboro, MA -
February Estate Planning Continental Breakfast Seminar in Warwick, RI
Estate Planning Seminar | Tues. Feb 11, 2020 | 10:00 am-12:00 pm | Brunch Seminar | Warwick, RI -
February Estate Planning Lunch Seminar in Warwick, RI
Estate Planning Seminar | Tues. Feb 11, 2020 | 1:00-3:00 pm | Lunch Seminar | Warwick, RI -
January Estate Planning Brunch Seminar in Hyannis, MA
Estate Planning Seminar | Tues. Jan 21, 2020 | 10:00 am-12:00 pm | Brunch Seminar | Hyannis, MA -
January Estate Planning Lunch Seminar in Hyannis, MA
Estate Planning Seminar | Tues. Jan 21, 2020 | 1:00-3:00 pm | Lunch Seminar | Hyannis, MA
