Services
Trust and Estates
Estate and trust planning aligned with your portfolio and tax strategy — so your long-term intentions stay intact.
Provided by the Law Offices of Felix S. Betro · an affiliated firm
Legal, Trust and Estates, and consulting services provided by the Law Offices of Felix S. Betro. Estate and trust planning can be aligned with your portfolio and tax plan when the affiliated firms are separately engaged and you authorize coordination.
These are legal services of the Law Offices of Felix S. Betro — a separate, affiliated firm — not services of the investment adviser. Engage this practice on its own, or alongside your wealth and tax work.
See how our philosophy shapes coordinationWhat This Includes
Estate and trust planning
Wills, trusts, and wealth-transfer structures designed around your family’s long-term intentions.
Trust funding alignment
Coordinating how assets are titled and funded into trusts alongside the portfolio, so the plan works as designed.
Coordinated wealth transfer
Beneficiary structure and transfer strategy planned with both the portfolio and the tax plan in view.
In Coordination
Trust funding, beneficiary structure, and wealth transfer can be aligned with both the portfolio and the tax plan when you engage the affiliated firms — keeping your intentions intact.
What You Can Expect
How the relationship works in practice.
A plan that reflects your intentions
Wills, trusts, and transfer structures are designed around what matters to your family — then documented with the care of a dedicated estate practice.
Trusts funded to work as designed
Asset titling and trust funding are coordinated with how the portfolio is held, so the structure functions as intended rather than on paper alone.
Aligned with tax and investment strategy
Beneficiary structure and wealth transfer are planned with the tax and investment teams, keeping every discipline working from the same picture.
Coordinated With
Partner-led guidance
Begin a conversation with our partners.
A coordinated relationship begins with a conversation — not a pitch. We welcome the opportunity to understand what matters to you and your family.
30 Mechanic Street, Suite 3 · Foxboro, MA 02035
(508) 698-4949