Attorneys
Worcester
Worcester
The Guaranty Building
370 Main Street, 12th Floor
Worcester, MA 01608
Framingham
Framingham
The Meadows
161 Worcester Road, Suite 501
Framingham, MA 01701
Cape Cod
Cape Cod
1597 Falmouth Road
Centerville, MA 02632
Medfield
Medfield
Olde Medfield Square
266 Main Street, Bldg. 2, Suite 15A
Medfield, MA 02052
New Bedford
New Bedford
651 Orchard Street, Suite 107
New Bedford, MA 02744
Providence
Providence
1 Richmond Square, Suite 303N
Providence, RI 02906
Boston
Boston
12 Post Office Square, 6th Floor
Boston, MA 02109
Hudson
Hudson
69 Main Street
Hudson, MA 01749
Practice Areas
Niche industries
Open detail
Cannabis & Breweries
Cannabis & Breweries
Open detail
Closely Held and Family-Owned Businesses
Closely Held and Family-Owned Businesses
Open detail
Condominiums
Condominiums
Open detail
Medical & Dental Practices
Medical & Dental Practices
Open detail
Private Foundations
Private Foundations
Open detail
Real Estate Developers
Real Estate Developers
Open detail
Restaurants
Restaurants
Open detail
All Industries
  • Multiple Dates

Employment Law Webinar

Chair of the Labor & Employment group at Fletcher Tilton, Attorney Joseph T. Bartulis, Jr. will speak about the many legal issues facing employers in 2020 and beyond.  Details for the next upcoming date.

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  • Multiple Dates

Estate Planning Webinar

Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for an informative webinar. In the comfort of your own home or office, you will learn why some wills do not work, even when drafted correctly.  Details for the next upcoming date.

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  • Multiple Dates

How to Administer a Special Needs Trust

This annual training and update for Parents, Trustees and Successor Trustees of Special Needs Trusts and OBRA ‘93 Trusts has been reconfigured into a three-part series of evening webinars to accommodate these unusual times.  Details for the next upcoming date.

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  • Tue. Nov. 17, 2020
  • 6:00-7:00 PM
 

Thrive Support & Advocacy Virtual Workshop

Fletcher Tilton attorney Theresa Varnet, M.S.W., J.D. will speak about ABLE Accounts with 1st and 3rd Party Special Needs Trusts.

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View Past Seminars

Services

Tax Planning Services

Our attorneys provide a wide-variety of tax planning services for ventures of all sizes. This includes supporting businesses and individuals, as well as not-for-profit and charitable organizations. We have experience recommending the right amount of structure to minimize tax burdens for new and existing firms, without adding unnecessary complexity. We then help owners protect the personal wealth by ensuring their investments contain appropriate tax-favorable succession plans.

Business Formations

Our attorneys frequently assist clients in forming new businesses. We lay out the advantages and disadvantages of the many different types of legal entities and ownership structures, and help our clients understand the tax and non-tax consequences of each option. We routinely form corporations, limited liability companies, limited partnerships, Delaware series limited liability companies, and S corporations to support different types of ventures. We can employ a number of different strategies in order to ensure taxpayers are able to obtain the lowest total marginal income tax and payroll tax rates.

Business Transactions

Our attorneys advise clients on all manner of different business transactions, including stock and asset purchases, mergers, acquisitions, reorganizations, gifting in support of succession planning, forming joint ventures, and redemptions. We advise clients on the anticipated tax consequences of these different transactions in addition to the practical differences from a corporate law perspective. We work closely with our corporate attorneys to ensure such tax planning is an integral part of the overall transaction, and where appropriate, that gains are allocated in a manner to reduce overall tax costs for both buyer and seller.

Nonprofit and Tax-Exempt Entities

Our attorneys have experience supporting and managing nonprofit and tax-exempt organizations, including public charities and private foundations. We provide counsel on obtaining and maintaining tax-exempt status, forming joint ventures with other nonprofit entities, and undertaking various fundraising initiatives. Our firm also has in-house staff that can prepare and file IRS and Massachusetts annual reports for many of our nonprofit clients.

Individual Tax Planning

Our attorneys assist families with the transfer of business and investment assets to subsequent generations in a manner designed to preserve wealth and minimize the recognition of gift and estate transfer taxes. We use a variety of strategies and planning techniques to ensure that these goals are achieved in an efficient manner that also respects the goals of the clients. Frequently, this work includes the formation or restatement of revocable and irrevocable trusts. Our tax planning for these clients is comprehensive and coordinates the impact of federal and state income taxes, with potential federal and state estate taxes.

Executive Compensation

Our attorneys advise owners, employers, and employees on the retention of key talent. This may include the implementation of various incentive-based compensation plans, such as nonqualified deferred compensation plans, supplemental executive retirement plans, partnership profits interests, stock options, restricted stock grants, and phantom stock agreements. We not only advise our clients on the tax consequences of establishing such plans, but we also draft the relevant documents to put such arrangements into action.

Estate and Gift Tax Planning

We work with our clients to design and implement plans that minimize estate and gift taxes while balancing such planning with non-tax objectives. The strategies we employ often involve the use of trusts and limited liability companies. In addition to creating such plans, we specialize in the administration of trusts and estates to maximize the potential advantages of a step up in asset basis for income tax purposes while managing total estate and gift tax exposure. Our attorneys have a specialty in mitigating Massachusetts estate tax exposure for both in-state and out-of-state residents.

Representative matters:

  • Convenience store/Gas station chain: Minimized estate & gift taxes by employing LLCs to transfer business assets through discounted gifting to heirs. Eliminated capital gains taxes on S-Corporation asset sale after principal owner’s death.
  • For a prominent family, employed charitable remainder trusts to eliminate capital gains taxes upon sale of substantial real estate holdings.
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