Protecting Assets During Your Lifetime.  Preserving Them For Future Generations.
  Charitable and Exempt Organizations

We counsel charitable entities including corporations, charitable trusts and private foundations with respect to formation and ongoing administration/maintenance requirements.

Our charitable and exempt organization services include:

  • Choice of entity and entity formation and registration with applicable authorities
  • Applications for tax-exempt status (Form 1023)
  • Annual maintenance including annual reports, minutes of meetings and preparation/coordination of state and federal tax filings
    Estate Planning

Estate Planning

Tax Planning - Corporate and Individual

Elder Law and Medicaid Planning

Special Needs and Disability Planning

Financial Aid Planning

Charitable and Exempt Organizations

 
 
 

Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Its services includes: estate planning, asset protection planning through domestic and foreign techniques, business and corporate planning, corporate and individual tax planning, elder law and Medicaid planning, estate and trust administration, guardianships and conservatorships, retirement planning, special needs and disability planning, financial aid planning, and charitable and exempt organizations. The firm serves clients in areas that include Worcester, Boylston, Braintree, Boston, Brewster, Brookline, Cambridge, Chatham, Fitchburg, Holden, Hyannis, Leominster, Newton, Needham, Northborough, Southborough, Shrewsbury, Wellesley, Weston, Westborough, Cape Cod & Islands, Central Massachusetts and Metro west / 495.

 
 
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