Sullivan Sorgi & Dimmock

Hello, Massachusetts residents! Navigating the complexities of wealth management, estate planning, and tax implications can be a significant undertaking, requiring precise legal expertise and foresight. For individuals, families, and corporate fiduciaries in Boston and throughout the Bay State, securing knowledgeable legal counsel in these areas is crucial for peace of mind and long-term financial security. Today, we invite you to learn more about Sullivan Sorgi & Dimmock, a distinguished law firm located right in the heart of Boston, specializing in comprehensive estate and trust services, along with sophisticated tax planning. This article aims to provide a clear, engaging, and informative overview of their practice, helping you understand how their expertise can benefit your financial and generational planning needs.

In Massachusetts, where economic activity and family legacies are deeply intertwined, the need for proactive and strategic legal advice in estate and tax matters is paramount. Sullivan Sorgi & Dimmock has built a reputation for providing high-level, tailored services that address the intricate challenges faced by high-net-worth individuals, families, and their advisors. Their approach is not merely about drafting documents; it’s about crafting holistic strategies that align with clients' unique financial goals, philanthropic aspirations, and legacy objectives. This commitment to personalized planning and meticulous execution is a cornerstone of their practice, designed to offer clarity and security in often complex legal landscapes.

Whether you are looking to establish a robust estate plan, navigate the intricacies of estate and trust administration, or require expert guidance on transfer tax issues, having a team of seasoned professionals on your side can make all the difference. Sullivan Sorgi & Dimmock leverages decades of practical experience and a deep understanding of evolving tax laws to help clients proactively plan for the future. We encourage you to continue reading to learn more about their prime Boston location, the specific services they offer, and what sets their firm apart as a suitable choice for your estate planning and tax law needs right here in the Commonwealth.

Sullivan Sorgi & Dimmock is ideally situated at 6 Beacon St Ste #1010, Boston, MA 02108, USA. This address places the firm in a historically significant and highly accessible part of downtown Boston, directly across from the Massachusetts State House and near Boston Common. This prime location offers exceptional convenience for clients from all corners of Massachusetts.

Accessibility to their Boston office is a significant advantage for clients. The firm's location on Beacon Street is incredibly well-connected by public transportation, making it easy to reach for individuals traveling from anywhere in the greater Boston metropolitan area and beyond. The office is within very close walking distance to several MBTA subway stations: Park Street (Green and Red Lines) and Government Center (Green and Blue Lines). These major hubs ensure that clients can arrive efficiently via multiple subway lines, commuter rail connections, and numerous bus routes that serve the downtown area. For those who prefer to drive, while parking in downtown Boston can be challenging, there are several public parking garages available within a reasonable walking distance, providing options for clients with vehicles. The prestigious and central setting of the office not only offers convenience but also reflects the firm's established presence and professional standing in the legal community. This strategic location ensures that sophisticated legal counsel is readily available to individuals, families, and fiduciaries across Massachusetts seeking expert advice on trusts, estates, and tax matters.

Sullivan Sorgi & Dimmock's practice is primarily focused on sophisticated advice and services related to trusts & estates and tax law. Their expertise addresses the full range of issues facing individuals, families, family offices, and corporate fiduciaries in today's complex and global financial environment.

Services offered by Sullivan Sorgi & Dimmock include:

• Estate Planning: Developing customized, tax-efficient estate plans, including fundamental documents such as wills, revocable trusts, durable powers of attorney, healthcare proxies, and living wills. They advise on succession planning for family businesses and the ownership and transfer of assets like family vacation residences, valuable art, and heirlooms.
• Estate and Trust Administration: Handling all aspects of estate and trust administration, including the preparation of federal and state estate and fiduciary income tax returns, post-mortem planning, and representing fiduciaries and beneficiaries in both non-contested and contested probate court proceedings.
• Fiduciary Litigation: Representing fiduciaries (like executors and trustees) and beneficiaries in disputes and litigation related to wills, trusts, and estate administration.
• Wealth Transfer Strategies: Implementing strategies designed to limit the impact of estate, gift, and generation-skipping transfer taxes, helping preserve, grow, and manage wealth from generation to generation. This includes grantor retained annuity trusts (GRATs) and life insurance trusts.
• Charitable Giving and Philanthropic Planning: Providing guidance in structuring and implementing charitable gifts and formulating philanthropic plans, including direct charitable gifts, charitable lead trusts (CLTs), charitable remainder trusts (CRTs), charitable gift annuities, donor-advised funds, pooled income funds (PIFs), and bargain sales to charities.
• Tax Law and Planning for High-Net-Worth Individuals: Offering expertise in reducing the impact of federal and state income, estate, gift, and generation-skipping transfer taxes. They analyze the tax consequences of investments in pass-through entities (e.g., S corporations, partnerships, LLCs) and assist clients with state income tax planning, including domicile issues, and representation in state tax controversies.
• Prenuptial and Postnuptial Agreements: Working with clients to draft and negotiate prenuptial and postnuptial agreements, approaching these sensitive agreements with a practical and understanding perspective.
• Serving as Fiduciaries: Clients frequently appoint their attorneys to serve as executor/personal representative of their estates and as trustee of their trusts to provide continued counsel to future generations. They also represent corporate and individual fiduciaries.

Sullivan Sorgi & Dimmock distinguishes itself through a range of features and highlights that underscore their expertise and client-focused approach, making them a premier choice for estate and tax law needs in Massachusetts.

• Specialized Expertise in Trusts & Estates and Tax Law: The firm possesses a deep and sophisticated understanding of the intricate legal and tax frameworks governing estates, trusts, and wealth transfer. This specialization ensures clients receive highly informed and strategic advice for complex financial and generational planning.
• High-Net-Worth Client Focus: They are particularly adept at serving high-net-worth individuals, families, family offices, and corporate fiduciaries, addressing the unique challenges and opportunities that come with substantial assets and intricate financial structures.
• Proactive and Tailored Planning: The firm emphasizes proactive planning, developing customized, tax-efficient estate plans that not only minimize tax burdens but also align perfectly with clients' personal, non-tax objectives and philanthropic goals. They leverage decades of practical experience to foresee and address potential issues.
• Comprehensive Fiduciary Support: Beyond drafting documents, Sullivan Sorgi & Dimmock offers extensive experience in handling all aspects of estate and trust administration, including complex tax filings and representation in both contested and non-contested probate matters. They can also serve as trusted fiduciaries themselves.
• Strategic Tax Minimization: Their expertise in tax law is a significant highlight, with a focus on comprehensive strategies to reduce the impact of federal and state income, estate, gift, and generation-skipping transfer taxes, ensuring greater wealth preservation for future generations.
• Integrated Approach: The firm works collaboratively with clients' other advisors (such as financial planners and accountants) to strategically implement wealth transfer strategies, offering a seamless and holistic approach to financial and legal planning.
• Reputation and Experience: Founded in 1965 by Charles W. Sullivan, Esq. and Peter Sorgi, Esq., the firm has a long-standing history and reputation for excellence in Boston's legal community, specializing in taxation, estate planning, and corporate law.

Given the specialized nature of estate planning and tax law services, which are highly individualized based on each client's unique financial situation and goals, Sullivan Sorgi & Dimmock typically does not advertise generic "promotions" or "special offers." Instead, their primary offering for prospective clients is an initial consultation. This invaluable opportunity allows individuals, families, or corporate fiduciaries to discuss their specific circumstances, financial objectives, and legal needs directly with a knowledgeable attorney from the firm. During this consultation, you can gain a clearer understanding of the complexities involved, explore potential strategies, and learn how the firm’s expertise can be tailored to your situation. It also serves as a chance to understand their approach to legal fees and to determine if Sullivan Sorgi & Dimmock is the right fit for your long-term estate and tax planning requirements. We strongly recommend reaching out to schedule such a discussion.

For those in Massachusetts seeking sophisticated legal counsel in estate planning and tax law, here is the essential contact information for Sullivan Sorgi & Dimmock:

Address: 6 Beacon St Ste #1010, Boston, MA 02108, USA

Phone: (617) 742-2150

Mobile Phone: +1 617-742-2150

Calling the provided phone number is the most direct way to connect with the firm, discuss your legal needs, and inquire about scheduling an initial consultation. Their prestigious and centrally located Boston office is readily available for in-person meetings once an appointment has been arranged, ensuring convenience for clients traveling from any part of Massachusetts.

For Massachusetts locals, particularly those with complex financial situations, family businesses, or significant assets, Sullivan Sorgi & Dimmock is an exceptionally suitable choice for comprehensive estate planning and tax law needs. Their deep specialization in trusts, estates, and taxation, combined with a commitment to proactive and tailored strategies, makes them a vital resource for preserving and transferring wealth across generations. This firm understands the intricate Massachusetts and federal tax landscapes, ensuring that your plans are not only legally sound but also fiscally optimized.

The firm’s prime Boston location offers unparalleled accessibility via public transit and major roadways, making it convenient for clients from across the Commonwealth. Furthermore, their long-standing reputation in the legal community, established over decades, speaks to their consistency and reliability. By choosing Sullivan Sorgi & Dimmock, you are entrusting your legacy to experienced professionals who prioritize your unique objectives, offering peace of mind and strategic guidance for your most important financial and personal decisions right here in Massachusetts.