Massachusetts Estate and Fiduciary Tax Services
Effective estate tax planning and compliance require a unique combination of legal insight and tax expertise. At Beliveau Law Group, our team of estate planning attorneys and Certified Public Accountants (CPAs) offers comprehensive estate, gift, and fiduciary tax services tailored to clients in Massachusetts, New Hampshire, and Florida. Whether you are administering an estate, preparing a fiduciary income tax return, or looking to minimize estate and gift tax exposure, we provide trusted counsel to help you meet your goals and fulfill all legal obligations.
Estate, Gift, and Fiduciary Tax Services
We advise fiduciaries, beneficiaries, and high-net-worth individuals on complex tax matters related to estate planning and probate. Our team ensures that each estate or trust complies with applicable federal and state tax requirements, while identifying opportunities to preserve assets and minimize tax burdens.
Our estate tax services include:
- Preparation and filing of federal and state estate tax returns (IRS Form 706, Massachusetts Form M-706)
- Fiduciary income tax return preparation for estates and trusts (IRS Form 1041, Massachusetts Form 2)
- Gift tax return preparation and strategy (IRS Form 709)
- Estate and gift tax planning to reduce or avoid taxation
- Guidance on valuation issues, asset basis, and step-up in basis rules
- Coordination with appraisers and financial advisors
- Representation in IRS or state estate tax audits
- Advice on portability elections and lifetime exemption planning
Minimizing Estate and Gift Tax Liability
Through proactive planning, we help clients utilize tools such as credit shelter trusts, generation-skipping transfer (GST) tax strategies, and annual exclusion gifting to preserve wealth and reduce potential estate tax exposure. Whether you are creating a long-term plan or managing a decedent’s estate, we tailor our strategies to maximize available deductions and exemptions under current tax laws.
Fiduciary Guidance During Estate and Trust Administration
Executors and trustees face complex tax reporting requirements and deadlines. We assist fiduciaries with:
- Determining income and estate tax filing obligations
- Making appropriate elections to benefit the estate or beneficiaries
- Navigating the allocation of income and deductions
- Resolving disputes related to tax liability or tax apportionment among heirs
Our goal is to support fiduciaries with practical, efficient, and legally sound tax compliance during all phases of estate and trust administration.
Estate Tax Representation and Audit Defense
If an estate or fiduciary tax return is selected for audit, we provide experienced legal representation to safeguard your interests. With our combined legal and CPA knowledge, we respond to tax authority inquiries, defend estate valuations, and negotiate resolutions with the IRS or state tax departments.
Serving Massachusetts, New Hampshire, and Florida
With offices in Massachusetts and serving clients throughout New Hampshire and Florida, Beliveau Law Group offers multi-jurisdictional estate tax planning and compliance services. Our deep experience with both state-specific estate tax laws and federal tax codes ensures your estate is protected from costly oversights.
Contact Beliveau Law Group for Estate Tax Services
If you are administering an estate, planning for wealth transfer, or need help navigating estate, gift, or fiduciary tax obligations, contact the experienced team at Beliveau Law Group today to schedule a confidential consultation. We are here to help you achieve clarity, compliance, and peace of mind.