The Probate, Trust & Personal Planning Group represents a wide variety of individual clients in providing counsel on personal and estate planning matters, including wealth preservation, intra-family asset transfers, probate and taxation issues. We regularly advise corporate fiduciaries regarding estate and trust administration matters.

Our attorneys have significant experience in the planning and implementation of complex estate and business succession matters. We represent fiduciaries with respect to probate matters, including guardianship and estate administration. In conjunction with the Firm’s Litigation Group attorneys, we handle estate and trust litigation at both the probate and superior court levels, including will contests and fiduciary liability matters. We administer revocable and irrevocable trusts, including Crummey trusts. We also provide counsel to several local charities and charitable foundations regarding compliance, trust administration and gift giving issues.

Working as a team, our lawyers understand the importance of a coordinated effort in order to render responsive and cost-effective services using the resources of the Firm’s talented professionals, including experienced attorneys and skilled paralegals.

"Your Most Important Resolution of 2010: Review Your Planning Documents "Partridge Snow & Hahn LLP Client Alert, January 2010

"Rhode Island Estate Tax Exemption Increased" Partridge Snow & Hahn LLP Client Alert, July 2009

"Your Most Important Resolution of 2009: Review Your Planning Documents "Partridge Snow & Hahn LLP Client Alert, January 2009

Personal Planning Questionnaire

Click here for a pdf copy of the Personal Planning Questionnaire