Focus Area
Estate Planning & Wealth Transfer Planning
Estate planning and wealth transfer planning are about more than documents — they are about creating a thoughtful, tax-efficient framework that avoids probate where possible and preserves, protects, and passes assets in ways that reflect your values. At Goulston & Storrs, we combine technical mastery with personal insight to build plans that endure across generations.
Our Approach
Our attorneys design and implement sophisticated strategies to address clients’ full range of planning needs. We work closely with individuals, families, and family offices to:
- Create multigenerational trusts and other vehicles to facilitate efficient, values-based wealth transfer
- Incorporate charitable planning strategies that advance philanthropic goals
- Coordinate business succession planning for closely held and family-owned enterprises
- Structure tax-sensitive transfers using lifetime gifts, grantor trusts, GRATs, CLATs, and other advanced techniques
- Integrate planning for complex asset classes, including private investments, family partnerships, and concentrated stock positions
- Develop and update wills, revocable trusts, and other planning structures for probate avoidance
Estate Planning for Real Estate Assets
Our team has particular depth in designing estate and wealth transfer plans for significant real estate holdings, including commercial properties, family compounds, and cross-border investments. We work with clients to navigate valuation issues, liquidity planning, and family governance concerns, ensuring that these often-illiquid assets are protected and passed efficiently.
Why Goulston & Storrs
Clients choose us for our combination of technical precision, creative problem-solving, and deep personal commitment. We bring together tax lawyers, fiduciary services professionals, and litigators as needed, offering seamless counsel across the full spectrum of wealth planning. Our collaborative, multidisciplinary approach ensures that every plan reflects both the numbers and the nuances of family dynamics, while also addressing practical goals such as probate avoidance.
Key Contacts
Andrew D. Rothstein
Director, Boston
arothstein@goulstonstorrs.com+1 617 574 4089
Kerry L. Spindler
Director, Boston
kspindler@goulstonstorrs.com+1 617 574 3504Related Insights
See all insightsRecognition
Goulston & Storrs Receives Top Rankings in Chambers 2025 High Net Worth Guide
August 8, 2025