Tax Law

With four attorneys holding advanced degrees in taxation, Eckel, Morgan & O’Connor LLC is ably positioned to assist clients and their accountants with federal and state tax planning and audit representation. A principal focus of the firm is gift and estate tax planning. Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Qualified Personal Residence Trusts, and Grantor Retained Annuity Trusts are commonly used vehicles for such planning. Traditional marital deduction planning through use of Qualified Terminable Interest Property Trusts (QTIPs) are a staple of such planning, including the new Massachusetts-only QTIP intended to avoid Massachusetts estate tax on the death of the first spouse to die.

Small Businesses & Non-Profits

Among its other activities, Eckel, Morgan & O’Connor LLC is able to fully assist individuals in the purchase and sale of businesses, selecting and establishing the proper form of entity (corporations, LLCs, FLPs, partnerships, sole proprietorships, etc.) for their business, buying and selling real estate for their business, and drafting appropriate buy/sell, confidentiality, non-compete and other agreements essential to the uninterrupted function of your business entity. Eckel, Morgan & O’Connor LLC has the experience and expertise to provide small business owners, or those interested in establishing non-profit entities with the tax advice and estate planning tools, often in conjunction with the client’s professional advisors, to ensure that all of your business needs are met.

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