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

Estate Planning Webinar

Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for an informative webinar.  Details for the next upcoming date.

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  • Wed. Sept. 30, 2020
  • 6:00-8:00 pm
 

Housing and Supported Decision-Making - Webinar

For individuals with special needs or disabilities, their families, and their advocates interested in exploring housing options.

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  • 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

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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Services

Trust Administration

With decades of experience, the Fletcher Tilton Trust Administration Practice has earned a reputation as a well-respected and reliable advisor to generations of individuals and families. Each trust attorney who serves as a trustee has demonstrated seasoned and time-tested capabilities serving in a fiduciary role. Collectively, these trustees administer approximately $1 billion in total assets. More than $500 million of those trust assets are actively managed and invested by the trustees with the balance being invested in collaboration with external professional advisors.


A crucial function in a trust administration practice is establishing and maintaining a strong and respectful relationship with each trust beneficiary. Fletcher Tilton Trustees are committed to working with each beneficiary in an informed and responsive fashion. This work is supported by the work of Trust Officers who, along with the Trustees, maintain regular and timely communication with trust beneficiaries. The Trustee and Trust Officer work together in performing the array of functions that properly fulfill their fiduciary obligations.

Some examples of these fiduciary functions are:
  • Prudent investment of trust assets;
  • Accurate financial accounting of trust activity;
  • Timely and accurate payments to and/or on behalf of beneficiaries;
  • Timely and responsive processing of discretionary distribution requests;
  • Regular communication with beneficiaries and relevant family members;
  • Distribution of financial accounts; and
  • Filing of fiduciary tax returns.
In collaboration with the Fletcher Tilton Special Needs Practice Group, Trustees and Trust Officers offer unique capabilities in administering supplemental needs trusts for the benefit of individuals with disabilities. The administration of a supplemental needs trust provides an individualized approach to enhance the quality of life for the beneficiary as well as maximize eligibility of critically important means-tested government benefits. For parents who have a son or daughter with a disability, the professional administration of a supplemental needs trust funded upon the death of the parents is an effective strategy to protect family assets and safeguard the interests of a son or daughter with a disability in the future.

Fletcher Tilton’s commitment to prudent trust administration is exemplified by the ongoing work of the Fletcher Tilton Investment Committee. This committee comprises Trustees, Trust Officers and relevant Fletcher Tilton personnel. Committee members meet with the firm’s designated professional investment advisors on a regular basis and receive financial and economic updates as well as recommendations with respect to investment decisions. Committee meetings also provide its members with the opportunity to discuss specific investment strategies and to collaborate on a range of trust administration matters.

 

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