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ONE MONARCH PLACE, SUITE 1900 1414 MAIN STREET SPRINGFIELD, MA 01144-1900 TELEPHONE • 413-733-3111 FAX • 413-734-3910 TRUSTS & ESTATES The trust and estate lawyers of Doherty, Wallace counsel individuals, families, business owners, fiduciaries, and others who seek to conserve, manage, and transfer assets. The firm administers estates of all sizes and acts as counsel to the trust departments of many commercial banks. The firm uses sophisticated estate and tax planning techniques as it counsels clients on the best ways to meet their personal and financial objectives. With its substantial expertise in taxation, Doherty, Wallace is able to offer counsel on complex issues such as generation-skipping transfers of assets and provisions for the transfer of closely held business interests to family members. The firm also routinely completes and files state and federal estate tax returns and fiduciary income tax returns. The firm prepares wills, trusts, prenuptial agreements, lifetime transfer documents, durable powers of attorney, health-care proxies, and guardianship and conservatorship petitions in a timely, cost-effective manner. The firm represents individuals and families in connection with will contests and other disputes involving estates. In a recent case involving the sale of an estate asset, a Doherty, Wallace lawyer established an important Massachusetts precedent in the Appeals Court dealing with fiduciary authority under powers of attorney. The firm has significant experience in the probate of wills, including appointment of fiduciaries and preparation of Probate Court accountings. Advertising