Trust & Estate Planning

The trust and estate planning practice at Hemenway & Barnes stands as a strength of the firm, as it has since the firm’s early days.

Estate planning is a personal process and involves the disposition of one’s assets both during life and at death, typically among one’s spouse, children, and grandchildren and often future generations and charities. It is also an on-going process, that evolves as the client accumulates wealth and as their family grows and matures.

As a result, the estate planner at Hemenway & Barnes is likely to develop a long-term relationship with their clients and their families. Our lawyers often serve as trustees and executors, serving as fiduciaries for generations of family members.

Each client's situation is unique and requires a thoughtful, non-formulaic approach to achieve their goals in a tax-advantaged way. This may involve advising an individual on how to move wealth to the next generation in a sound, tax-wise way, counseling a family on how to keep a business or vacation home in the family as a source of unity and shared purpose or working through the difficult days of a guardianship of an older client.

Whatever the situation calls for – fluency in sophisticated estate planning, handling matters discretely in the probate courts or taking full advantage of modern trust planning techniques – all are essential elements of what we do at Hemenway & Barnes.

Supporting You as Your Needs Change

We take an integrated approach to estate and tax planning based on your financial situation, family, goals, values, risk tolerance and more. No matter what your net worth or financial situation, it’s important to have a plan in place - and to review your plan as your needs and priorities change.

The Life Cycle of Estate Planning

Team Spotlights

Dennis R. Delaney

Dennis Delaney is a partner and the chair of the Private Client Group. For over 20 years, clients have appointed Dennis as their family trustee and have engaged him for complex estate planning.

2022 Personal Tax Planning Update

The new year brings with it new tax-savings opportunities, including larger gift and estate tax exemptions and exclusions. This article includes charts showing these figures for 2022 as well as this year’s federal income tax brackets. A list of strategies and tips to consider in your tax planning this year follows each chart.

Related Services

Wealth Management
We help individuals and families enhance and protect their wealth by building enduring relationships rooted in high-quality, practical, and distinctly personal service.
Family Office
There is no “one size fits all” family office. We place a high value on getting to know each family and working with you to align the services we provide to your goals.
Philanthropic Advisory
We offer a full range of philanthropic advisory and grant-making services to private foundations, trusts, individuals, families, and other entities.
Real Estate Law
We partner with our clients to meet the varied real estate needs of start-up developers and large corporations, lenders, nonprofits, and families.
Tax Planning & Reporting
Individuals and families, business enterprises and nonprofit organizations rely on Hemenway & Barnes for trusted advice on a host of tax choices and how best to make an informed, tax-advantaged decision from among the many options available.
Trust & Estate Administration
Our dedicated team of trust, estate and tax professionals efficiently handles all aspects of trust administration and probate work.

Awards & Recognitions

Firm News
Hemenway & Barnes Recognized as a Leading Firm for Private Wealth Law
August 03, 2021
READ MORE
Firm News
Hemenway & Barnes Named Among the “Best Law Firms” of 2022 by U.S. News - Best Lawyers
November 04, 2021
READ MORE
Firm News
Hemenway & Barnes Attorneys Named to Best Lawyers in America 2022 List
August 31, 2021
READ MORE
How can we help?
Contact a member of our Trust & Estate Planning team today.
Contact Us