Private Trustee Services in Massachusetts
Attorney Macy provides reliable, knowledgeable and accessible private fiduciary services as a professional Trustee for individuals and families throughout Massachusetts. Working with settlors, beneficiaries and often other counsel, he will help the parties to review the aims and operations of the trust, and can assist as needed with any drafting issues that may arise. Once the trust is established, he will manage the funds prudently and use them appropriately as Trustee to fulfill the purposes of the trust.
The services of a private fiduciary often are a better alternative to traditional bank or institutional trustees, particularly if a beneficiary is disabled or has special needs of some kind. While having the back-up of a substantial, private trustee practice at Weston Patrick, Mr. Macy serves independently as Trustee (or as co-Trustee with a qualified family member) to provide personalized, professional trust management services on a scale that many families find more approachable and responsive than large institutional trust departments can provide.
Trustee for Estate Planning and Inheritance Trusts
Attorney Macy is an experienced trust attorney with the know-how to draft, manage and defend trusts to hold family legacies. Your Trustee's job is to preserve and grow the estate you built over a lifetime, to provide for your loved ones and help create a legacy of security for your family. Mr. Macy applies the resources of a substantial trust practice and the dedication of careful trust lawyer to meet those important and worthy goals.
Mr. Macy offers a free initial phone consultation during office hours, which are Monday-Friday, 8:30 a.m.-6:30 p.m. Call 617-742-9310 today to learn more about Trustee services, or contact the law office of Peter M. Macy to arrange a consultation.
Trustee for Special Needs Trusts
Attorney Macy has more than a decade of experience drafting and administering special needs trusts to provide supplemental support for disabled persons. These trusts allow a disabled beneficiary to hold assets exempt from the rigorous financial limits of Medicaid, SSI and other public benefits program. The assets in a special needs trust may come from a personal injury lawsuit, from a settlement of a claim, from an inheritance, from a sale of real estate or from the generosity of a caring parent or grandparent during lifetime. Whatever the source, the purpose of the trust is to enhance the quality of life for the disabled person without causing him or her to lose other essential public benefits. Mr. Macy understands this and applies his substantial experience to making such trusts work as they are intended.
In addition to serving as Trustee for supplemental needs trusts, Mr. Macy has co-authored Special Needs Trust Administration Manual: A Guide for Trustees (iUniverse, 2003), a well-regarded resource for managing trusts to provide supplemental needs for disabled persons in Massachusetts.
For all of your special needs trust matters, call Mr. Macy today at 617-742-9310, or contact his law office to arrange a consultation.
A Law Practice for Seniors and Their Families
Serving Greater Boston, Massachusetts since 1994
Peter M. Macy, Esq.
Weston Patrick, PA
84 State Street, Suite 1100
Boston, MA 02109
Map and directions
Phone: 617-742-9310
Fax: 617-742-5734
Email
The law office of Peter M. Macy, Esquire is located in Boston, Massachusetts. We provide elder law services to clients throughout the MetroWest area including cities such as Cambridge, Quincy, Lexington, Arlington, Winchester, Woburn, Andover, Brookline, Newton, Somerville, Waltham and Medford and throughout Suffolk County, Norfolk County, Middlesex County and Essex County.
