SPECIALTIES

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.

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