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Mutual FundsSullivan & Worcester serves as fund counsel to many mutual fund groups, including Met Investors Series Trust (Metropolitan Life Insurance Company), the MFS/Sun Life Series Trust, the Hyperion Funds, and the Williamsburg Investment Trust. We provide comprehensive legal services for our fund clients, including: establishing and registering new funds; providing compliance advice; preparing and reviewing annual prospectus updates, proxy statements, and shareholder reports and advising on federal and Massachusetts tax issues. In addition, we have handled many fund mergers. These have included both consolidations within fund groups as well as mergers of unaffiliated funds. We have conducted tax planning for more than one hundred mutual fund combinations and served as issuer counsel for many closed-end fund offerings.
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