Estate Planning & AdministrationThe Trusts & Estates Group employs a collaborative approach to render the most responsive and cost‑effective services to a wide variety of individual clients on personal and estate planning matters, including wealth preservation, intra-family asset transfers, probate and taxation issues. Of particular interest to many of our clients are gifting and wealth strategies under the 2010 Tax Relief Act. In addition, we advise families with developmentally challenged members on the benefits of creating Supplemental Needs Trusts (SNT), commonly known as Special Needs Trusts. 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.
Personal Planning Questionnaire
Estate planners welcome fix to special needs trusts
Kristin Matsko was quoted in a Rhode Island Lawyers Weekly article., January 12, 2017
Tax-Advantaged Savings Accounts for Individuals with Special Needs Finally Available in Rhode Island
December 21, 2016
Forget that Prince had no Will, What About the Estate Tax Problems?
May 5, 2016
Part II: Taking Investment Advice with a Grain of Salt: The DOL Fiduciary Rules May Help Your 401(k) Plan Participation
April 13, 2016
Part I: Taking Investment Advice with a Grain of Salt: The DOL Fiduciary Rules May Make You Rethink that Rollover
April 13, 2016
"Make a New Year's Resolution to Review Your Estate Plan in 2014"
"Inflation Adjustments for 2014 Transfer Tax Exemptions"
"Estate Planning Awareness Week, October 20 - October 26"
"Deadline to Make Portability Election Extended"
"Reviewing Your Estate Plan is One Resolution You'll Want to Keep in 2012"
"Federal Income, Estate and Gift Taxes"
Partridge Snow & Hahn Welcomes Elizabeth Manchester & Sheridan King
November 7, 2018
Partridge Snow & Hahn Welcomes Elizabeth Oliveira Manchester
November 5, 2018
PS&H Attorneys Named 2018 Super Lawyers and Rising Stars
American Lawyer Media, October 22. 2018
Partridge Snow & Hahn LLP Announces New Counsel
May 17, 2017
Partridge Snow & Hahn attorneys have been named to the 2017 edition of Best Lawyers in America
August 15, 2016