Working with families and fiduciaries in all aspects of estate planning and estate & trust administration.

Beth C. Grossman Law LLC works with individuals, families, and fiduciaries on all aspects of estate planning and estate and trust administration. Blending our legal and tax expertise and training, we deliver tax-effective strategies, guidance, and solutions throughout the planning and administration processes.

Clients engage the firm to create or refine estate plans that match their goals, long-term planning, and financial picture, with careful coordination across documents, taxes, and assets. Estate planning services offered range from core planning (wills, revocable trusts, and living documents) to advanced planning (irrevocable trusts, family entities, and other lifetime gifting strategies) to accomplish goals for asset protection, probate avoidance, estate tax minimization, and more.

On the estate and trust administration side, we guide clients carefully through the entirety of the administration process to address all requisite steps and deliver a smooth and effective administration experience, while also considering post-mortem tax planning opportunities as applicable.

The firm is well‑suited for clients seeking estate planning and administration decisions evaluated through both legal and tax lenses, resulting in plans that are both workable and durable over time. Our work is grounded in close collaboration with clients and their other advisors, meticulous attention to detail across both disciplines, and a commitment to making sure the implications of each decision are clearly understood.