Orsi Arone Rothenberg Turner, LLP

Orsi Arone Rothenberg Turner, LLP Massachusetts attorneys

At Orsi, Arone, Rothenberg, Iannuzzi & Turner, LLP, our attorneys share a common philosophy to provide the high-caliber services most expect from downtown law firms. We do not need a prestigious office address to prove our demonstrated trial success, commitment to our clients’ needs and experienced case management. Many of our attorneys have spent in excess of 20 years in private practice, and tog

ether we are committed to providing innovative, cost-effective and personalized legal services across a broad spectrum of practice areas to meet our clients’ needs.

For many retirees, one of the most significant tax considerations in retirement planning revolves around Required Minimu...
10/20/2025

For many retirees, one of the most significant tax considerations in retirement planning revolves around Required Minimum Distributions (RMDs). These mandatory withdrawals from retirement accounts can have major implications for income tax, estate planning, and long-term wealth management—especially for couples who have accumulated substantial assets and do not rely on RMD income to meet their living expenses. Understanding how RMDs work, when they begin, and how to strategically manage them can help Massachusetts couples preserve wealth and minimize unnecessary tax burdens.

What Is an RMD?
A Required Minimum Distribution is the minimum amount that must be withdrawn each year from tax-deferred retirement accounts, such as traditional IRAs, 401(k)s, 403(b)s, and other qualified plans. Because contributions to these accounts were made with pre-tax funds, the IRS eventually requires distributions to ensure that taxes are paid on those funds.

When Are RMDs Required?

For many retirees, one of the most significant tax considerations in retirement planning revolves around Required Minimum Distributions (RMDs). These mandatory

“We are excited to welcome Ian Privett to the firm. With his deep experience in fiduciary administration and trust manag...
10/20/2025

“We are excited to welcome Ian Privett to the firm. With his deep experience in fiduciary administration and trust management, he will be a tremendous resource for our clients and team.” – Rob Arone

Ian Privett specializes in estate and trust administration, drawing on more than a decade of experience serving high-net-worth individuals, families, and institutions. He provides thoughtful guidance to clients navigating the complexities of fiduciary law, estate settlement, and wealth transfer planning.

Before joining Orsi Arone Rothenberg Turner LLP, Ian served as Vice President and Trust Officer at First Citizens Bank (formerly Silicon Valley Bank and Boston Private Bank & Trust Company), where he administered a wide range of trust and estate accounts and managed relationships for over 150 clients.

“We are excited to welcome Ian Privett to the firm. With his deep experience in fiduciary administration and trust management, he will be a tremendous resourc

Being named the personal representative, also known as the executor, of an estate is an important but often overwhelming...
02/26/2025

Being named the personal representative, also known as the executor, of an estate is an important but often overwhelming responsibility. If you have been appointed to oversee the probate of a loved one’s will, you may be unsure where to begin. Executors must navigate complex Massachusetts probate laws, manage estate assets, settle debts, and ensure beneficiaries receive their inheritances. This article provides a step-by-step guide to help executors understand their responsibilities and when to seek legal assistance.

What is a Personal Representative?

A personal representative, commonly referred to as the executor, is the person designated in a will to handle the estate of a deceased individual. The executor is legally responsible for managing the estate’s affairs, ensuring that the deceased’s debts are paid, and distributing assets according to the will’s instructions. Executors have a fiduciary duty, meaning they must act in the best interests of the estate and its beneficiaries.

Being named the personal representative, also known as the executor, of an estate is an important but often overwhelming responsibility. If you have been appoi

Back in January, the United States Supreme Court lifted the injunction that had been in place since the end of December ...
02/21/2025

Back in January, the United States Supreme Court lifted the injunction that had been in place since the end of December 2024. Despite the Supreme Court’s action, a federal district court in Eastern Texas had imposed another injunction so individuals and business owners did not have to register their entities. On February 18, 2025, the U.S. District Court for the Eastern District of Texas granted the Department of Justice’s request in Smith, et. al. v. U.S. Department of the Treasurer, et al., 6:24-cv00336 (E.D. Tex.) to stay the nationwide injunction under the Corporate Transparency Act. With this new order, once again, individuals and business owners are now required to register their business (i.e., corporation or limited liability company) with FinCEN.

NEW DEADLINE

FinCEN has announced on its website that the new deadline for all reporting companies to register with FinCEN is March 21, 2025. It is unclear whether this deadline will be modified by FinCEN.

Back in January, the United States Supreme Court lifted the injunction that had been in place since the end of December 2024. Despite the Supreme Court’s acti

On January 23, 2025, the United States Supreme Court lifted the injunction that the Fifth Circuit Court of Appeals had p...
01/29/2025

On January 23, 2025, the United States Supreme Court lifted the injunction that the Fifth Circuit Court of Appeals had put in place on December 26, 2024. While at first blush this would indicate that limited liability companies and corporations are now, once again, required to register with the U.S. Treasury Department’s FinCEN. However, a Federal District Court judge for the Eastern District of Texas had previously issued a nationwide injunction in a separate case and FinCEN recognizes that the injunction in that case is still in place. Currently, individuals and entities are permitted to continue to register with FinCEN but the obligation to register is not. This means that entities are NOT required to register with FinCEN under the law at this time.

THE FUTURE

This is not the end of this matter.

On January 23, 2025, the United States Supreme Court lifted the injunction that the Fifth Circuit Court of Appeals had put in place on December 26, 2024. While

As one of his final acts in office, President Biden signed the Social Security Fairness Act into law on January 5th 2025...
01/28/2025

As one of his final acts in office, President Biden signed the Social Security Fairness Act into law on January 5th 2025. This law repeals two provisions that have reduced social security benefits for certain non-Social Security covered employees by up to 50%.

Your family or someone you know could be affected if they are receiving pensions from employment that is not covered by Social Security, which includes teachers, police officers, firefighters and other public servants. The change is expected to increase social security benefits for approximately 2.5 million retirees.

The two provisions that have been repealed are the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). People who earned a pension from non-Social Security employment had their Social Security reduced by up to half, while in the case of the GPO, it reduced benefits by two thirds of their pension for those who qualified for spousal or survivor Social Security benefits.

As one of his final acts in office, President Biden signed the Social Security Fairness Act into law on January 5th 2025. This law repeals two provisions that h

On December 3, 2024, the Federal District Court in Texas issued an injunction making it clear that limited liability com...
12/30/2024

On December 3, 2024, the Federal District Court in Texas issued an injunction making it clear that limited liability companies and corporations were not required to register with the U.S. Treasury Department’s FinCEN. Entities were permitted to continue registering with FinCEN but the injunction raised questions as to the constitutionality of the new federal law and determined that pending further review, the obligation to register could not be mandated. The Department of Justice immediately asked the Court to stay the injunction which the District Court declined to do. The Justice Department filed an appeal with the Fifth Circuit Court of Appeals and on Monday December 23, 2024, the injunction was lifted. This means that entities are required to register with FinCEN under the law.

On December 3, 2024, the Federal District Court in Texas issued an injunction making it clear that limited liability companies and corporations were not require

"We are excited to welcome Julie to the firm. She will make a wonderful addition to our practice." - Rob AroneAttorney J...
12/18/2024

"We are excited to welcome Julie to the firm. She will make a wonderful addition to our practice." - Rob Arone

Attorney Julianne Donato brings extensive expertise to her practice, focusing on estate planning and business law. A graduate of Suffolk University Law School in 2000, she was recognized for her excellence in academics with the Jurisprudence Award in Contracts. Julianne also earned an MBA from Suffolk University Sawyer School of Management and a BA from Michigan State University, equipping her with a strong foundation in both legal and business principles.

Julianne’s legal practice includes comprehensive estate planning services, such as estate tax minimization planning, special needs trusts, and revocable family trusts. She also works with business clients, offering services like entity formation, partnership agreements, and contract negotiation.

"We are excited to welcome Julie to the firm. She will make a wonderful addition to our practice." - Rob Arone Attorney Julianne Donato brings extensive ex

National Estate Planning Awareness Week is observed from October 21st-27th 2024. It's an annual reminder that everyone –...
10/25/2024

National Estate Planning Awareness Week is observed from October 21st-27th 2024. It's an annual reminder that everyone – regardless of age or financial status – should have a plan for the future.

A solid plan allows you to protect your assets, provide for your loved ones, and create a legacy. Estate planning is about more than just safeguarding your assets; it’s about ensuring your loved ones are taken care of and that your legacy reflects your values and wishes.

Estate planning is for everyone, even college kids who have just turned 18. If you have college age kids who have started college this year, talk to them about making a plan that includes an advanced medical directive that allows you to make medical decisions for your child should they become incapacitated. They may also need financial power of attorney, and a Financial Educational Rights and Privacy Act (FERPA) waiver.

National Estate Planning Awareness Week is observed from October 21st-27th 2024. It's an annual reminder that everyone – regardless of age or financial statu

A Grantor Retained Annuity Trust (GRAT) is an excellent option for individuals looking to transfer wealth to heirs while...
10/25/2024

A Grantor Retained Annuity Trust (GRAT) is an excellent option for individuals looking to transfer wealth to heirs while minimizing gift and estate tax liabilities. By establishing a GRAT, the grantor transfers assets into the trust and retains the right to receive fixed annuity payments over a set term, typically two to ten years. If the assets appreciate at a rate greater than the IRS’s assumed rate, the excess value passes to beneficiaries tax-free, providing significant savings.

A Grantor Retained Annuity Trust (GRAT) is an excellent option for individuals looking to transfer wealth to heirs while minimizing gift and estate tax liabilit

An Intentionally Defective Grantor Trust (IDGT) is a useful tool for families and individuals who have appreciating asse...
09/25/2024

An Intentionally Defective Grantor Trust (IDGT) is a useful tool for families and individuals who have appreciating assets, such as a family business or real estate. It allows the grantor to transfer appreciating assets, while minimizing tax exposure. By establishing an IDGT, the grantor pays income taxes on trust assets, allowing them to grow tax-free for the benefit of future generations.

An Intentionally Defective Grantor Trust (IDGT) is a useful tool for families and individuals who have appreciating assets, such as a family business or real es

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