Preston Franzen


Associate - Real Estate and Private Client Services Groups


 

pfranzen@dwboston.com

Areas of Practice
Preston Franzen is an associate specializing in Trusts and Estates.  His practice also handles real estate, special needs law, trust administration, probate, Massachusetts and Federal tax planning, non-profit organizations, and corporate law.  He has significant experience drafting estate plans, executing real estate transactions, navigating probate and trust administration, and advising clients regarding income, gift, and estate tax issues.

Work for Clients
Estates & Trusts: Attorney Franzen works closely with individuals to structure suitable estate plans.  Specifically he listens to clients’ objectives and creates strategies that achieve those objectives.  Plans he creates commonly include wills, trusts, health care directives, and powers of attorney.

Probate and Trust Administration: Attorney Franzen works closely with Trustees, Personal Representatives, Beneficiaries, and Conservators to file probate matters with courts and to administer Trusts and Estates.

Real Estate: Attorney Franzen represents businesses and individuals with real estate transactions, including the transfer of real estate interests to trusts, drafting quitclaim deeds, securing title insurance, and developing individualized solutions to complex real estate situations.

Corporate: Many clients have much of their wealth located in their business interests.  Attorney Franzen works with businesses, business owners, and key employees to devise solutions to complicated situations including business formation, business succession planning, and life insurance trusts.

Tax:  Attorney Franzen counsels clients and fiduciaries regarding Gift and Estate Tax returns, and income taxes for Trusts and Estates.  Attorney Franzen also prepares Estate Tax returns, Gift Tax returns, and Income Tax returns for Trusts and Estates.

Special Needs Law: Attorney Franzen has a strong and personal connection to special needs law.  He aids guardians and trustees through complicated issues surrounding MassHealth and Social Security.  He also drafts and administers special needs trusts and supplemental needs trusts to protect the interests of disabled individuals.

Professional Activities
Attorney Franzen is a member of the Estates and Trusts Section of the Boston Bar Association, the Estates and Trust Section of the Massachusetts Bar Association, the Trusts and Estates Section of the Real Estate Bar Association.  Attorney Franzen is also a member of the J. Reuben Clark Law Society.

Publications/Presentations
Presentations:

Succession Planning: What will happen to your business without you? Panel Discussion, South Shore Chamber of Commerce, December 8, 2015

Publications:

Survey of Minnesota’s Medicaid History, Center of Elder Justice and Policy, September 2011.

Personal and Community Activities
Attorney Franzen is an Eagle Scout and dedicates much of his time serving as Scoutmaster for a local troop.  Also, Mr. Franzen enjoys running, skiing, and beekeeping.  Mr. Franzen is fluent in Spanish.

Education
Attorney
Franzen holds a B.A. in History with a minor in Spanish from Brigham Young University.  He also has law degree from William Mitchell College of Law and is admitted to practice in the Commonwealth of Massachusetts.