Tarlow Breed Hart & Rodgers, P.C.
101 Huntington Avenue, 5th Floor
Boston, MA 02199
Tel: (617) 218-2012
Fax: (617) 218-2012
Rick has substantial experience working with wealthy families to preserve and protect their beneficiaries’ inheritance from excessive transfer taxes and from possible interference by third parties, including creditors and divorcing spouses. Rick specializes in business succession planning for owners of privately-held enterprises.
Rick also advises business enterprises at all stages of their development, including organizational, operational, and merger and acquisition issues. He has acted as counsel to various fiduciaries and beneficiaries in matters of trust and estate administration, and has testified as an expert witness regarding drafting of trusts to hold closely-held business interests.
The Estate & Trust Law Practice:
The firm has extensive experience in the design and implementation of comprehensive estate and business plans for its individual and corporate clients. An effective estate plan must consider the various types of lifetime and testamentary family asset transfers that are designed to shield a family’s wealth from taxation, while also accomplishing certain non-tax family objectives. As trusted counselors, the firm’s attorneys help their clients and families to benefit from available estate planning techniques and to preserve family wealth for the future.
Planning for the business owner includes analysis of business succession issues, estate tax minimization strategies, liquidity analysis, equality of treatment among heirs and consideration of income needs of a surviving spouse.
The firm’s estate planning experience includes the preparation of wills and trusts, family partnerships, limited liability companies, grantor retained interest trusts, qualified personal residence trusts, sales to intentionally defective trusts, charitable trusts, life insurance trusts, prenuptial agreements, disclaimers, qualified terminable interest trusts, qualified domestic trusts, private annuities and other planning devices.
Whether planning for large or small estates, each is unique and important to the firm. Our estate planning attorneys take a customized approach to analyzing the nature of a client’s assets to formulate a personalized estate plan for a client’s family and business circumstances. Estate planning clients and their families are guided through the estate planning process with careful consideration of the impact of estate, gift and generation skipping taxes on the financial security of surviving family members.
Tarlow Breed Hart & Rodgers, P.C:
Results–oriented and responsive, Tarlow, Breed, Hart & Rodgers is committed to providing high quality, comprehensive legal services to its clients, guiding them through the negotiation and consummation of a transaction or through the judicial process of dispute resolution..
Formed in 1991, we have focused our practice on providing sophisticated legal counsel to entrepreneurs, businesses, individuals, families and institutions. We offer expertise in corporate law, employment matters, mergers and acquisitions, litigation and dispute resolution, estate planning, taxation, real estate, bankruptcy and municipal law. The firm’s partners (members of the professional corporation) and their particular areas of ability present a combination of experience and perspective that covers a broad range of business issues and individual concerns.
Tarlow, Breed, Hart & Rodgers, P.C. is a member of the International Business Law Consortium (IBLC). Established in 1996, the IBLC comprises over 100 independent law firms, tax advisers and business consultancies providing a range of easily accessible services around the world. The IBLC was established by The Centre for International Legal Studies, which promotes the dissemination of information among members of the international legal community.