Estate and Trust Consulting

Lynch, Malloy, Marini offers the traditional estate settlement, tax preparation and planning services for numerous estates and trusts, including charitable remainder trusts, life insurance trusts and various related entities. We can work with you directly or assist your attorney to ensure a coordinated team approach is utilized to achieve the best results.

Whether you’re a charitable organization, a corporate entity or need a third party to represent your interests in a trust you can count on a Lynch, Malloy, Marini principal to act responsibly and in accordance with your wishes. Through our years of service to our communities we are well-known and respected and have deep ties. Our partners have been accepted by Massachusetts courts as experts in this field and we have worked with several attorneys on settling trusts and estates and related matters.

Contact a firm partner directly for a confidential discussion regarding your needs and how we can help.