Areas of Law
Estate Planning
The Roy Law Firm focuses on each client’s unique situation in order to meet his or her needs by preserving current income and assets, minimizing income and transfer tax consequences and optimizing the financial benefit to present and future generations.
Kevin M. Roy has extensive experience in the law of decedents’ estates, trusts, probate and taxation. Clients are counseled on developing, implementing and administering comprehensive lifetime and testamentary estate and tax planning strategies that carefully balance personal, wealth accumulation and administrative concerns. Clients are also advised on income and wealth transfer tax implications and on the repositioning of assets so that insurance and other beneficiary designations are in harmony with their estate plan. Matters such as the succession of a family business, asset protection and philanthropy are routinely addressed. The Roy Law Firm designs individually tailored revocable and irrevocable trust instruments, wills, durable powers of attorney, advance health care directives and other documents necessary to carry out the client’s wishes and objectives. The firm is committed to staying up-to-date and informed about cutting-edge developments and new trends and techniques in the estate, trust and wealth transfer tax areas.
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Estate and Trust Administration
The Roy Law Firm is sensitive to those family members who must serve as Personal Representatives or Trustees at a time when they might have difficulty focusing on fiduciary matters. Kevin M. Roy is skilled in counseling Personal Representatives, Trustees and other fiduciaries on such matters as post-mortem tax planning, valuation and allocation of assets, distributions to beneficiaries, collection of life insurance proceeds and retirement benefit payouts, and the orderly accounting for receipts and disbursements. The firm is also experienced in the preparation of income, gift, inheritance and estate tax returns.
The Roy Law Firm is also equipped to efficiently handle estate and trust-related litigation matters, including will contests, distribution disputes, fiduciary liability actions and guardianships.
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