Melrose, Massachusetts Estate Planning Lawyers
Protect your wealth and avoid taxes. Call for an estate planning consultation.
Massachusetts Estate Planning Attorney with 29 years experience
Massachusetts Estate Planning Attorney with 27 years experience
Attorney, educator, mediator, and former career paralegal. John has over 15 years combined experience in the legal field from multiple perspectives. Focused on fixed-fee services using a virtual law practice model, John provides advice and consultation, education, and services in both law and conflict resolution.
John Espinosa began their legal career as a paralegal in 2002, graduated from The University of Michigan Law School with a JD in 2009, and...
David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters,
asset protection, business administration and succession, estate and trust administration, special
needs planning, and charitable planning. David advised families for over eight years at a downtown
wealth management firm on stock option planning, retirement planning, investment portfolio
management, insurance analysis, charitable bequests and income tax reduction strategies, prior to
becoming an attorney.
• Draft simple and pourover wills, revocable estate planning trusts, health care proxies and durable powers of attorney
• Draft asset protection trusts
• Draft self-settled and third party special needs trusts...
As a tax attorney, James M. Sears brings his knowledge and skills to all areas of his practice. Attorney Sears ensures all of his clients are informed and receive thorough expert legal services, which is why Attorney James M. Sears...
Beverly, MA 01915