Leaving Massachusetts for Tax Purposes: What You Need to Know
Why Does Massachusetts Residency Matter for Tax Purposes? Moving out of Massachusetts does not automatically end your Massachusetts tax obligations. To establish residency elsewhere, taxpayers may need to demonstrate that they changed their domicile and understand which Massachusetts-source income and property may remain subject to tax. A taxpayer’s legal state of residency retains the power…
Massachusetts Estate Tax and the Capital Gain Tax: Gift or No Gift?
Should You Gift Assets to Reduce Massachusetts Estate Tax? Gifting assets during your lifetime may reduce Massachusetts estate tax, but the potential capital gains tax consequences also need to be considered. In some cases, the loss of a stepped-up cost basis can outweigh the estate tax savings. Both the federal and Massachusetts estate taxes are…
Legacy Newsletter – Volume 26, Issue 1
We’re excited to share the latest issue of our Legacy Newsletter from the Trust and Estate team at Fletcher Tilton. Inside, you’ll find helpful information, timely updates, and ideas to make sure your plans—and your legacy—are protected for the future. We hope you enjoy this issue and find it both informative and easy to read.
Congratulations to Tricia Koss for being selected as a 2026 Business Transaction “Go To Lawyer” honoree
Congratulations to Tricia L. Koss for being selected as a 2026 Business Transaction “Go To Lawyer” honoree by Massachusetts Lawyers Weekly. This recognition reflects Tricia’s deep experience and steady guidance across a wide range of transactional and general business matters, including corporate governance, mergers and acquisitions, commercial financings, and real estate transactions. Her continued recognition as…
Congratulations to Kerry Gorham
We are proud to share that Kerry Gorham, Transactional Practice Group Manager at Fletcher Tilton PC, has been named a 2026 Excellence in Law Honoree by Massachusetts Lawyers Weekly for Paralegal Work. Kerry’s recognition is a testament to her outstanding leadership, deep expertise in commercial lending and real estate, and unwavering commitment to excellence. For…
Congratulations to Attorney Elisabeth Finn
Congratulations to associate Elisabeth Finn on being named an Up & Coming Lawyer by Massachusetts Lawyers Weekly as part of its Excellence in Law honors. Liz is a valued member of our Litigation team, known for her strong advocacy, sound judgment, and collaborative approach. We are proud to see her work and dedication recognized and…
Introduction to Government Benefits
Today’s cost of residential support, habilitation and vocational programs are increasing at such a rate that it is seldom possible for the average family to leave sufficient funds to care for a member with a disability’s care. For most families with a family with a disability, one of the primary goals of estate planning is…
Attorney Mike Brangwynne Admitted to Maine Bar
Congratulations to attorney Michael Brangwynne on being admitted to the Maine Bar! An Officer in our Boston office, Mike focuses his practice on complex commercial and tort litigation, representing businesses and individuals in matters involving construction, real estate development, zoning, closely held businesses, and high-stakes tort disputes. We’re proud to see him expand his ability…