Beverly, Massachusetts Estate Planning Lawyers

Matthew Karr Esq.
Claimed Lawyer ProfileSocial Media
Beverly, MA Estate Planning Lawyer with 11 years experience
100 Cummings Center
Ste. 207P
Beverly, MA 01915
Free ConsultationEstate Planning, Elder and Probate
Boston College Law School
Matthew G. Karr, Esq., is the founder and principal attorney of The Heritage Law Center, LLC—an estate planning and elder law firm with offices in Woburn, MA and Beverly, MA. He opened his law firm in 2011 because he wanted to bring back personal relationships to the estate planning and elder law process. Each family has unique goals, and therefore unique plans are needed to achieve those goals. So, he gets to know each client and then works with them to create plans tailored to protect them, their assets, and their families. He shares his expert knowledge in a way...
David E. Peterson Esq.
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Beverly, MA Estate Planning Lawyer with 10 years experience
(978) 406-9790 86 Dodge Street
Beverly, MA 01915
Free ConsultationEstate Planning and Elder
Boston College Law School
The Law Office of David E. Peterson is a boutique law practice focused on the areas of Estate Planning, Probate, and Corporate Law. We aim to provide sophisticated, effective, and clear solutions to meet your legal needs. Whether you are looking to establish a Will or Trust for your children and family, manage the affairs of a deceased loved one, or start a new business, we will provide you with the legal expertise necessary to achieve your goals.
Elizabeth Jones
Claimed Lawyer Profile
Beverly, MA Estate Planning Lawyer with 9 years experience
(978) 500-0678 P.O. Box 362
Beverly, MA 01915
Estate Planning, Arbitration & Mediation, Divorce and Real Estate
Massachusetts School of Law
I am Libby Jones, and have a small practice in Beverly, Massachusetts, handling a variety of issues a person is likely to encounter in everyday life. As a dedicated attorney, I will listen carefully to you, my client, so that I may achieve your legal goals. I focus on your individual needs -giving you the personal attention you deserve! Remember, the initial consultation is free. Call me at 978-500-0678
Beverly, MA Estate Planning Lawyer with 20 years experience
(978) 927-8000 900 Cummings Center
Beverly, MA 01915
Estate Planning and Business
Beverly, MA Estate Planning Attorney with 19 years experience
(978) 720-3113 8 Washington St
Beverly, MA 01915
Estate Planning and Real Estate
Beverly, MA Estate Planning Attorney with 22 years experience
(978) 927-9298 20 Oak St
Beverly, MA 01915
Estate Planning, Divorce, Family and Real Estate
Beverly, MA Estate Planning Attorney with 26 years experience
(978) 232-9323 100 Cummings Center
Beverly, MA 01915
Estate Planning and Real Estate
James Sears
Claimed Lawyer ProfileSocial Media
(978) 777-2104 7 Federal St
Danvers, MA 01923
Danvers, MA Estate Planning Attorney with 30 years experience
Estate Planning, Elder, Probate and Tax
Boston University School of Law and Western New England University School of Law
When you are in need of legal services, there’s nothing more important than having a knowledgeable attorney you can count on. Attorney James M. Sears has been practicing law, serving the North Shore and Metropolitan Boston Areas since 1989. He is experienced and well-versed in the laws of the Commonwealth and its municipalities and dedicated to the needs of his clients.

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...
Michael Lambert
Claimed Lawyer ProfileSocial Media
Salem, MA Estate Planning Lawyer
(617) 523-3622 26 Lynde Street
Salem, MA 01970
Estate Planning, Divorce and Family
I am a domestic relations and child welfare attorney with substantial experience representing clients in all areas of divorce and post-divorce litigation. I have also accumulated significant time in the courtroom representing parents and children in child welfare cases involving the Department of Children and Families. I accept appointments as a Guardian ad Litem investigator in disputed custody and visitation cases. Finally, I represent plaintiffs and defendants in personal injury and consumer protection matters.Specialties: Family Law, Child Welfare Law (Care and Protection and CHINS/CRA), Litigation and Estate Planning. Learn more at http://www.TangussoandLambert.com.
Jonathan R. Roth
Claimed Lawyer ProfileQ&A
Salem, MA Estate Planning Attorney with 43 years experience
57 West Street Suite 2G
Salem, MA 01970
Estate Planning, Business and Real Estate
Wayne State University Law School
Jacqueline Voss Lees
Claimed Lawyer Profile
Salem, MA Estate Planning Lawyer
(978) 745-6006 27 Congress Street
Suite 512
Salem, MA 01970
Free ConsultationEstate Planning, Divorce, Elder and Probate
Western New England University School of Law and Western New England University School of Law
Attorney Jacqueline Voss Lees has been practicing law in Essex County, Massachusetts for over 20 years. She operates a general practice law firm in Salem with a concentration in estate planning and administration, elder law, divorce, guardianship and conservatorship, estate and gift taxation, real estate and small business organization
Denise M. Kent
Claimed Lawyer Profile
Salem, MA Estate Planning Attorney
(978) 468-9000 221 Essex Street
Suite 51
Salem, MA 01970
Estate Planning, Elder and Family
Paul D. Lambert
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
North Andover, MA Estate Planning Attorney with 28 years experience
(844) 773-2552 401 Andover Street, Suite 201-B
P.O. Box 892
North Andover, MA 01845
Free ConsultationEstate Planning, Business, Probate and Real Estate
New England Law | Boston
NOT EVERY LAWYER IS THE SAME! Paul D. Lambert has been concentrating in real estate law, estate planning & probate and advising small businesses for more than twenty eight years. Paul has been in the private practice of law since 1990. He considers it a true privilege to assist first time home buyers, and guides his buyers through the purchase process from the Offer to Purchase to receiving the keys to their new home. He also understands that selling a home, especially for “empty nesters” can be emotional and even heart-wrenching, and Paul will also...
Robert A. Prousalis
Claimed Lawyer ProfileSocial Media
Lynnfield, MA Estate Planning Attorney with 20 years experience
40 Salem Street
Bldg. 2
Lynnfield, MA 01940
Estate Planning, Bankruptcy, Elder and Probate
Suffolk University Law School
Brendan L. Ward
Claimed Lawyer ProfileSocial Media
Lynn, MA Estate Planning Attorney with 10 years experience
(781) 780-6610 616 Washington Street
Lynn, MA 01901
Estate Planning and Family
New England Law | Boston
In January of 2011 Brendan joined a law firm and began practicing with the law firm of Mavros & Fitzgerald, where he focused on Family Law. At Mavros & Fitzgerald Brendan began to become a Personal Family Lawyer through the Family Wealth Planning Institute, a private organization focused on providing excellent estate planning services to clients. Brendan received extensive training and coaching in the process of receiving this designation. In August of 2013 Brendan founded his own firm Ward Estate & Family Law where he could do things the way he wanted to be able...
K. Isaac Wilhelm
Claimed Lawyer Profile
Gloucester, MA Estate Planning Attorney with 15 years experience
(978) 283-3538 46 Middle St
Gloucester, MA 01930
Estate Planning, Business, Collections and Construction
Michael Monteforte
Claimed Lawyer ProfileQ&ASocial Media
Wilmington, MA Estate Planning Lawyer with 17 years experience
(978) 657-7437 1 Church Street
Suite 102
Wilmington, MA 01887
Free ConsultationEstate Planning, Business and Elder
Suffolk University Law School
Why do I do this?
It's simple really. My family - specifically, my grandparents. Although they are no longer with us, their memory is a constant reminder to me about why I chose this field.

When my firm was still new, my grandparents (to me, Nanny & Papa) decided it would be best to move into an assisted living facility. My grandfather was starting to suffer from dementia, and his symptoms were worsening. It was time for them to live in a setting that offered more specialized care. As we all know, the costs of long-term care are astronomical. During this time,...
Richard E. Clark Esq.
Claimed Lawyer ProfileSocial Media
Newburyport, MA Estate Planning Attorney with 12 years experience
(603) 431-0009 Attorneys At Law
79 State Street (non-mailing)
Newburyport, MA 01950
Estate Planning, Criminal, DUI and Personal Injury
New England Law | Boston
Attorney Clark is a New Hampshire seacoast native. Mr. Clark focuses his practice in personal injury, auto accidents, spinal, neck & back injuries, DWI, criminal matters, divorce, business law and civil litigation.

Attorney Clark has successfully achieved millions of dollars in injury awards.

He is admitted to practice law in New Hampshire and Massachusetts.

Mr. Clark completed DWI Trial Defense training at Harvard Law School. Attorney Clark was a private criminal contract defense attorney appointed to the Newburyport District Court from 2008-2012. He is certified in criminal defense representation by the Commonwealth of MA, Essex County Bar Advocates. Attorney...
Amy Beth Baron
Claimed Lawyer ProfileSocial Media
North Andover, MA Estate Planning Attorney with 18 years experience
(978) 674-8530 65 Flagship Drive Suite A
North Andover, MA 01845
Estate Planning, Divorce and Family
Massachusetts School of Law at Andover
I am an Attorney, Mediator and Registered Nurse. My company is Baron Law & Mediation, LLP - http://www.baronlawmediation.com. Our practice areas include divorce/family law, estate/small business planning and advice/consultation services. We provide our clients with mediation, litigation, or general representation services along with divorce financial analyst services. I have been an Attorney for 12 years and a Registered Nurse for 21 years. I have pursued my education and training becoming a Certified Case Manager in 2005 and a Certified Nurse Life Care Plannner in 2004. I have also undergone the requisite training to practice...
Alexis Kaplan
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 8 years experience
(617) 903-0225 92 State Street, 2nd Floor
Boston, MA 02109
Estate Planning and Probate
Suffolk University Law School
Attorney Kaplan works with clients to create estate plans tailored to their needs. She also helps clients probate estates as well as with guardianships and conservatorships for both minors and adults. The estate planning work includes wills, trusts, health care proxies, and powers of attorney. She runs a solo law firm in Boston which she started in 2011, and she is licensed to practice law in Massachusetts and Ohio. Attorney Kaplan enjoys helping clients and finding creative solutions to difficult issues.
Joseph L. Morana
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 9 years experience
(978) 409-1990 68 Main Street
Andover, MA 01810
Estate Planning, Elder and Probate
Massachusetts School of Law
We assist clients with Medicaid (MassHealth) pre-planning and crisis-planning, Medicaid applications, planning for those with special needs, and estate planning for individuals and families to help protect their assets. When you need an estate planning, special needs or elder law attorney for matters involving you, your family or your special needs child or loved one, choosing that attorney becomes important and deeply personal. Our clients select us for those matters that mean the most. Protecting Families. Planning for Life.
Allan Baron
Claimed Lawyer ProfileSocial Media
N. Andover, MA Estate Planning Attorney with 40 years experience
(978) 674-8530 65 Flagship Drive
Suite A
N. Andover, MA 01845
Estate Planning, Divorce, Family and Real Estate
Suffolk University Law School
I am a Divorce Attorney, Mediator and Certified Divorce Financial Analyst. I have a practical view of the world and I am committed to providing cost effective legal problem solving services. Attorney Profile: http://www.baronlawmediation.com/bios/attorney-allan-baron/
Joshua Cali
Claimed Lawyer ProfileSocial Media
Ashland, MA Estate Planning Attorney with 2 years experience
(508) 252-8186 60 Pleasant Street
Suite 10-D
Ashland, MA 02476
Free ConsultationEstate Planning, Probate and Tax
UCLA School of Law
Attorney Joshua K. S. Cali is a well-respected estate planning attorney in the MetroWest area. Joshua graduated summa cum laude from Bentley University in Waltham, MA and from UCLA School of Law in Los Angeles, CA. Before starting his own firm, Joshua practice estate planning for high net worth clients at a boutique law firm in San Diego, CA. Joshua's passion lies in using innovative technology to make the law more affordable and accessible to all Americans.
David Valente
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 10 years experience
(617) 218-2000 101 Huntington Avenue
Suite 500
Boston, MA 02199
Estate Planning, Business and Probate
Boston University School of Law and Suffolk University Law School
David provides comprehensive advice to individuals, families and small businesses.
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...
Anna Eckert Byrne
Claimed Lawyer Profile
Cambridge, MA Estate Planning Lawyer with 24 years experience
(617) 453-9001 222 Third Street
Cambridge, MA 02142
Estate Planning and Probate
New England Law | Boston
Anna is an estate planning attorney with over twenty years of experience. Her decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed the last decade to creating a team that shares this vision.
John Gosselin
Claimed Lawyer ProfileSocial Media
Winchester, MA Estate Planning Attorney with 25 years experience
(781) 782-6000 1026 Main Street
Winchester, MA 01890
Estate Planning, Elder and Health Care
New England Law | Boston
John focuses on Elder Crisis Law (SM), asset protection related to MassHealth qualification, and trustee and other fiduciary services. While in law school, he clerked for the Hon. Martha Sosman before she was appointed to the Supreme Judicial Court. John served for many years as a Public Administrator for Middlesex County. With over 20 years in Elder Law practice, John brings the experience needed to guide clients through all aspects of estate planning, trust administration and elder law matters. Learn more http://www.GosselinLaw.com
Gabriel Cheong
Claimed Lawyer ProfileBlawgsearchSocial Media
Boston, MA Estate Planning Attorney with 12 years experience
(617) 273-5110 60 State Street
Suite 700
Boston, MA 02109
Free ConsultationEstate Planning, Divorce and Family
Northeastern University School of Law
I opened my boutique law firm focusing on divorce and family law, wills and trusts, and estate planning in an effort to help Boston area residents navigate the challenges that life throws at them. I'm an advocate for civil divorces and for lifetime planning. With my office located in Quincy, MA, I help clients in the Boston Metro area, primarily in Suffolk County, Middlesex County and Norfolk County Massachusetts.
Julie Lamkin
Claimed Lawyer ProfileSocial Media
(617) 367-2900 1 International Pl 18th Floor
Boston, MA 02110
Free ConsultationBoston, MA Estate Planning Attorney with 9 years experience
Estate Planning, Nursing Home, Personal Injury and Products Liability
Massachusetts School of Law
Attorney Julie Lamkin earned her J.D. at the Massachusetts School of Law in Andover and was admitted to the Massachusetts Bar in 2010. Julie is a Massachusetts native and earned her bachelors degree from Suffolk University in 2006, graduating magna cum laude.

Before joining the Law Offices of Jeffrey S. Glassman, Julie owned her own practice focusing primarily in the areas of family law and estate planning. Julie also volunteered at the Lawyer for the Day Program in Essex County, offering free legal advice to indigent individuals.

At the Law Offices of Jeffrey S. Glassman, Julie enjoys working with different clients every...
Rich Mucci
Claimed Lawyer ProfileSocial MediaResponsive Law
Winchester, MA Estate Planning Attorney with 14 years experience
(781) 729-3999 63 Shore Rd
Ste 23
Winchester, MA 01890
Free ConsultationEstate Planning, Business, Construction and Probate
Suffolk University Law School
Massachusetts Award Winning Attorney Richard Mucci is the founder of Winchester MA based Law Offices of Richard Mucci. Attorney Mucci is an experienced litigation lawyer who understands all facets of business, civil litigation and criminal defense. His law firm has strong expertise in employment law, personal injury, real estate law, divorce, estate planning, criminal law and construction law to name a few.

Knowing that clients, like patients, rarely have just one issue, Attorney Mucci is able to move seamlessly among diverse practice areas. Ahead of the curve, the Law Offices of Richard Mucci provides a one-stop shop to the surrounding...
Freya Allen Shoffner
Claimed Lawyer ProfileSocial Media
Stoneham, MA Estate Planning Attorney with 27 years experience
(617) 369-0111 90 Maple Street
Suite 3A
Stoneham, MA 02180
Estate Planning, Bankruptcy, Business and Family
Suffolk University Law School
After ten years in business herself, Freya Shoffner gave up her search for a good lawyer for her small company and her family and went to law school. Her goal was to build a law firm that could take care of a small business’ every legal need – from the initial brainstorm, through the years of careful tending, to the flood of profits when the benefits are secured for generations to come. She also wanted that firm to give families, in all asset brackets, the best estate planning possible. Freya reached her goal, and now Boston has a law...
Joanne Belasco
Claimed Lawyer ProfileQ&ASocial Media
East Boston, MA Estate Planning Lawyer with 25 years experience
(617) 991-8905 10 Bremen Street
East Boston, MA 02128
Estate Planning, Elder, IP and Trademarks
Suffolk University Law School
That’s me, Jo Belasco, Esq., in the picture with one of my horses, a Mustang mare named Reboot. You won’t see many pictures like that as an attorney profile picture, but I’m not your average attorney. I know that a lot of people are afraid of attorneys and the law. They dread doing things like creating a will or trust.

I want my clients to know that the law is a tool they can use to enrich their lives. My job is to help with that process, and I do my job by explaining the law to you, not talking...
Michael G. Furlong
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Attorney
(978) 409-6161 1 Elm
Andover, MA 01810
Free ConsultationEstate Planning, Elder, Probate and Real Estate
New England Law | Boston
Michael G. Furlong founded the Furlong Law Group in 2004. Prior to opening his own firm, Attorney Furlong served as a law clerk to the Justices of the Massachusetts Superior Court and over the last 24 years worked for some of the premier Merrimack Valley law firms. Today Attorney Furlong’s practice is focused on estate planning, estate administration, real estate, asset protection, business law and select litigation cases. Attorney Furlong is a member of the Haverhill, Lawrence, Essex and Massachusetts Bar Associations and for a number of years volunteered in the Haverhill District Court Conciliation Program. Attorney Furlong...
Ramsey A. Bahrawy Esq
Claimed Lawyer ProfileSocial Media
North Andover, MA Estate Planning Lawyer with 39 years experience
(978) 682-1141 55 Main St
North Andover, MA 01845-0455
Estate Planning, Elder and Personal Injury
California Western School of Law
The difference between a job and a career is passion. Not only I do have the skills to be a lawyer, but 30+ years tell me I was born to do the following jobs: Estate Planning (simple & sophisticated) Elder Law & Medicaid Planning Special Needs and Qualified Domestic Trusts VA Aid and Attendance Benefits Residential Real Estate Transactions Probate and Administration of Estates Fiduciary Litigation & Will Contests Personal Injury litigation Let me tell you why. First I have always enjoyed helping people. I find myself energized when I can help someone navigate the legal...
John Farrell Jr
Claimed Lawyer Profile
Medford, MA Estate Planning Lawyer with 18 years experience
(617) 901-7970 22 Harvard Street, #135
Medford, MA 02155
Free ConsultationEstate Planning, Consumer, Elder and Probate
I have been in the business of law for over 10 years, admitted to practice law both in the State of Massachusetts and New Hampshire. I established my own firm not only to offer high quality legal services but to offer something we all strive for - Honor. Many people and businesses have lost their way as a result of thinking of the bottom line. This results in a sacrifice of client service and sometimes the truth. I will start with a client and finish with a client. I will go from A to Z with the performance of a...
Georgiana Betses LaFortune
Claimed Lawyer ProfileSocial Media
North Andover, MA Estate Planning Lawyer with 34 years experience
(978) 475-6177 575 Turnpike Street
Suite 10
North Andover, MA 01845
Estate Planning, Divorce, Family and Probate
Boston University School of Law
Helpful, Informative, Experienced Attorneys with Answers and Information Practice includes the litigation and mediation of all areas of divorce and family law including prenuptial agreements, child custody, alimony, modifications, divorce, separate support, and marital agreements. Practice also includes estate planning and probate of estates. Typical estate plans include wills, trusts, powers of attorney, and health care proxies. All representation is personalized for the client's needs and particular circumstances. Every case is unique and every case's factual and emotional details are considered in order to provide the optimal service to every client.
Carah K. Kiley
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 12 years experience
(978) 474-8670 342 N. Main Street
Andover, MA 01810
Free ConsultationEstate Planning and Probate
Massachusetts School of Law
Carah Kiley is an estate planning and probate attorney with KLG Estate Planning & Probate Attorneys. Carah works with both individuals and families throughout Massachusetts and New Hampshire to create and implement estate plans to meet their specific goals and needs to help secure the financial futures of their families and legacies.

Carah began her legal career with a New Hampshire title company and law firm, and has handled thousands of real estate transactions throughout Massachusetts and New Hampshire. Through her work in these transactions including legal document preparation, complex title defect resolution and review of trust documents, she developed a...
Matthew Damian Des Meules Esq.
Claimed Lawyer ProfileSocial Media
Reading, MA Estate Planning Lawyer with 10 years experience
(978) 986-0014 70 Main Street
Reading, MA 01867
Free ConsultationEstate Planning, Business, Civil Rights and Probate
New England Law | Boston
Estate Planning and Real Estate Attorney licensed in New Hampshire and Massachusetts.
Nicholas Keramaris
Claimed Lawyer ProfileSocial Media
Melrose, MA Estate Planning Lawyer with 13 years experience
(781) 620-1958 400 TradeCenter, Suite 5900
Melrose, MA 01801
Estate Planning, Business, Elder and Environmental
Boston University School of Law and Suffolk University Law School
Nick concentrates his practice in the fields of business and estate planning; counseling business owners and other individuals in a variety of matters including structuring business transactions, generational transfer of business interests, contract disputes and environmental matters. His practice provides counseling and representation at the highest level of sophistication and effectiveness, at affordable rates.
Michael A. Gerstein
Claimed Lawyer ProfileSocial Media
Haverhill, MA Estate Planning Attorney with 42 years experience
(978) 374-1131 25 Kenoza Avenue
Haverhill, MA 01830
Estate Planning, Business, Real Estate and Tax
Suffolk University Law School and Boston University School of Law
Michael Gerstein’s practice encompasses Estate Planning, Business Organizations, Tax Law, Real Estate Conveyancing and Development, Family Law, Divorce Law, Personal Injury, Business and Civil litigation and Mediation and Conciliation Services. With a Master of Laws Degree in Taxation, Mr. Gerstein utilizes his tax expertise to assist individuals and businesses in areas of planning and operations. He has been engaged in business dealings with international companies doing business in the New England area and will set up entities that will best serve his clients’ interests. From an individual basis, Michael Gerstein will meet with a client to determine how a plan...
Marco A. Schiavo
Claimed Lawyer ProfileBlawgsearchSocial Media
Woburn, MA Estate Planning Lawyer with 18 years experience
(781) 397-1700 400 TradeCenter, Suite 4800
Woburn, MA 01801
Estate Planning, Elder and Probate
Suffolk University Law School
“I believe that 95% of my job is listening. My objective is to address all of your concerns and accomplish your goals by providing a personalized estate plan designed to fit your specific needs. I am a firm believer that estate planning is not a one-time event. As life changes, the plan should change with it. I believe in developing lifelong relationships with my clients.” Attorney Marco A. Schiavo is one of the founding partners of Simmons & Schiavo, LLP. Marco’s focus is in estate planning with an emphasis on creditor protection, probate avoidance, estate tax reduction and business...
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Beverly Estate Planning Legal Aid & Pro Bono Services

American Civil Liberties Union of Massachusetts
(508) 444-2258
Worcester, MA


Volunteer Lawyers Project of the Boston Bar Association
(617) 423-0648
Boston, MA

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.