Carlisle, Massachusetts Estate Planning Lawyers

John Gosselin
PREMIUM

Protect your wealth and avoid taxes. Call for an estate planning consultation.

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... Read More »
View Profile
Henry W. Clark
PREMIUM

Massachusetts Estate Planning Attorney with 29 years experience

Mr. Clark focuses his practice on the representation of not-for-profit education and human service corporations and families of individuals with disabilities. Read More »
View Profile
Graeme S.R. Brown
PREMIUM

Massachusetts Estate Planning Attorney

New England Law | BostonColorado, District of Columbia, Massachusetts and U.S. Supreme Court
View Profile
Jaclyn M. Martin
Claimed Lawyer ProfileSocial Media
Chelmsford, MA Estate Planning Attorney with 3 years experience
(978) 250-4255 25 Fletcher Street
Chelmsford, MA 01824
Estate Planning, Elder, Landlord Tenant and Real Estate
Massachusetts School of Law
Attorney Martin joined the firm in 2015. She was born in Lowell and resides in Chelmsford. She was recruited to the law firm with experience in Human Resources and State and Federal Government Program Administration. Her five years of experience in Section 8 Voucher administration as a Leased Housing Coordinator at the Somerville Housing Authority has helped her to develop an appreciation of Landlord - Tenant issues, as well as a strong understanding of Federal and State Housing laws. This immersion has positioned her to support clients in all aspects of housing and real estate law. Further, her experiences...
Greg Krikorian
Claimed Lawyer Profile
Cambridge, MA Estate Planning Lawyer
(978) 844-7401 185 Alewife Brook Pkwy
Suite 416
Cambridge, MA 02138
Free ConsultationEstate Planning, Business, Family and Personal Injury
David E. Peterson Esq.
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Burlington, MA Estate Planning Lawyer with 9 years experience
(978) 406-9790 2 Burlington Woods Drive
Suite 100
Burlington, MA 01803
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.
(978) 406-9790 86 Dodge Street
Beverly, MA 01915
Douglas Warren Sears
Claimed Lawyer Profile
Tewksbury, MA Estate Planning Lawyer with 31 years experience
(978) 376-7390 1445 Main St. Unit 5
Tewksbury, MA 01876
Estate Planning, Arbitration & Mediation, Criminal and Probate
Suffolk University Law School
My practice centers around my intent to help people through the legal challenges of everyday living.
David King Reppucci
Claimed Lawyer Profile
Lowell, MA Estate Planning Attorney with 41 years experience
(978) 458-1296 147 East Merrimack Street
Lowell, MA 01852
Estate Planning, Business, Elder and Family
New England Law | Boston
Brian William Leahey
Claimed Lawyer Profile
Tyngsborough, MA Estate Planning Lawyer with 24 years experience
(978) 459-0396 1 Bridgeview Circle, Suite 15
Tyngsborough, MA 01879
Estate Planning, Business, Employment and Municipal
Georgetown University Law Center
Attorney Brian W. Leahey is an experienced attorney who provides his clients with a dedicated, knowledgeable, and passionate advocate. Attorney Leahey is thorough and efficient in representing their interests in a pragmatic, cost-effective, manner. Over the past twenty (20) years, he has handled a range of sophisticated legal matters including trying complex civil lawsuits, resolving government procurement issues, addressing voting concerns, dealing with labor relations and collective bargaining disputes, drafting and negotiating intricate contracts, conducting internal employment investigations, and identifying and preparing remediation plans for organizational deficiencies. For more information, please visit leaheypc.com
Michael Monteforte
Claimed Lawyer Profile
Wilmington, MA Estate Planning Lawyer with 16 years experience
(978) 657-7437 5 Middlesex Ave Suite 15A
Wilmington, MA 01887
Estate Planning, Business, Elder and Real Estate
I went out on my own, and opened the Law Office of Michael Monteforte Jr. in September 2006. I was also licensed as a New York attorney in 2014. The firm started out as a General Practice, handling pretty much whatever came in the door, but over the years, I started to concentrate on the specific legal fields that I found to be fulfilling and challenging. I began to take continuing education classes that specialized in estate planning and elder law, and honed my expertise in those fields. The firm underwent a name change...
James D. Cormier
Claimed Lawyer ProfileSocial Media
Lowell, MA Estate Planning Lawyer with 10 years experience
(800) 458-3580 755 Dutton Street
Lowell, MA 01854
Free ConsultationEstate Planning, Criminal, DUI and Divorce
Suffolk University Law School
Attorney James D. Cormier is a partner at Cormier & Cormier, LLP, a small firm in Lowell, Massachusetts specializing in criminal defense, family law (divorce, paternity, support, alimony, etc.), civil litigation, and estate planning. Attorney Cormier is a former Middlesex County trial prosecutor who now focuses his experience on aggressively defending clients charged with criminal offenses throughout Eastern Massachusetts.
Jonathan Meidanis
Claimed Lawyer Profile
Billerica, MA Estate Planning Attorney with 3 years experience
(978) 294-9547 574 Boston Rd. #13
Billerica, MA 01821
Estate Planning, Personal Injury, Probate and Real Estate
Southern Methodist University
Waino Walker Kangas
Claimed Lawyer ProfileSocial Media
West Concord, MA Estate Planning Lawyer with 18 years experience
(978) 369-0001 9 Damonmill Square
West Concord, MA 01742
Estate Planning, Business, Criminal and Divorce
Arnold & Kangas, P.C. is a full-service law firm with offices in the historic Damonmill Square building in Concord, Massachusetts. Since Thomas B. Arnold and Jeanne S. Kangas founded our law firm in 1984, we have prided ourselves on delivering superior, cost-effective legal services to clients in Middlesex County. While we do not handle every type of case, we have experience and are knowledgeable about the types of cases we do handle, such as Probate & Family Court cases, criminal defense, estate planning, and general civil litigation. As a result of the firm's expertise and success, it has been awarded an...
Emily Rabin Spector
PREMIUM

Massachusetts Estate Planning Lawyer

New England Law | BostonMassachusetts
View Profile
Mary Clements Pajak
PREMIUM

Massachusetts Estate Planning Attorney with 27 years experience

Mary Clements Pajak, Esq., has over 20 years of experience. She began her legal career clerking for the Supreme Judicial Court of Massachusetts. She then practiced law for many years in the Private Client... Read More »
View Profile
Laurie Jayne Bejoian
Claimed Lawyer Profile
Littleton, MA Estate Planning Lawyer with 33 years experience
(978) 486-9145 Burke & Associates
325B Great Road
Littleton, MA 01460
Free ConsultationEstate Planning, Administrative, Probate and Tax
Boston University School of Law and University of the Pacific, McGeorge School of Law
Christopher William Merwin
Claimed Lawyer ProfileSocial Media
Lowell, MA Estate Planning Lawyer
(978) 970-1133 177 Market Street
Lowell, MA 01852
Free ConsultationEstate Planning, Business, Consumer and Criminal
Attorney Merwin grew up in rural Pennsylvania. He received his high school diploma from Redbank Valley High School, his Bachelor's degree in Political Science from Clarion University of Pennsylvania, and his Doctorate of Juris Prudence from the Massachusetts School of Law. Prior to following his dream and attending law school, Attorney Merwin was employed by the Clarion County District Attorney's Office in Pennsylvania. In that capacity, he developed his passion for law and established an understanding for the criminal system. Attorney Merwin's areas of practice include, but are not limited to, Criminal Defense, Family Law, Estate Planning, and Personal Injury.
Attorney David Paul LiBassi
Claimed Lawyer Profile
Lowell, MA Estate Planning Attorney with 32 years experience
(978) 441-9339 321 Central St
Lowell, MA 01852
Estate Planning, Business and Divorce
David R. Feakes
Claimed Lawyer ProfileSocial Media
Acton, MA Estate Planning Lawyer with 28 years experience
(978) 263-6900 179 Great Road
Suite 208
Acton, MA 01720
Estate Planning
Peter Parlow
Claimed Lawyer Profile
Lowell, MA Estate Planning Attorney with 21 years experience
(978) 441-2149 212 Central Street
Lowell, MA 01852
Estate Planning, Criminal, DUI and Probate
Shani Rea Collymore Esq.
Claimed Lawyer Profile
Lexington, MA Estate Planning Lawyer
(781) 863-9600 807 Massachusetts Avenue
Lexington, MA 02420
Estate Planning
Gabriel Cheong
Claimed Lawyer ProfileBlawgsearchSocial Media
Needham, MA Estate Planning Attorney with 11 years experience
(617) 209-2230 75 Second Avenue
Suite 605
Needham, MA 02494
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.
(617) 273-5110 60 State Street
Suite 700
Boston, MA 02109
(617) 250-8236 859 Willard Street
Suite 400
Quincy, MA 02169
Alexis Kaplan
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 7 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.
Amy Beth Baron
Claimed Lawyer ProfileSocial Media
North Andover, MA Estate Planning Attorney with 17 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...
Joseph L. Morana
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 8 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 39 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/
Paul D. Lambert
Claimed Lawyer ProfileQ&ASocial Media
North Andover, MA Estate Planning Attorney with 27 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 five 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...
David Valente
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 9 years experience
(617) 218-2000 101 Huntington Avenue
Suite 500
Boston, MA 02199
Free ConsultationEstate 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...
Elena Tsizer
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Lawyer with 12 years experience
(508) 820-3000 188 Concord Street, Suite 301
Framingham, MA 01702
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Boston University School of Law and New England Law | Boston
Attorney Elena Tsizer graduated from New England School of Law cum laude, in the top 15% of her class and, then, earned her Master of Laws degree in Taxation with concentration in Estate Planning from Boston University. After graduation from law school, she had the honor of serving as a Judicial Law Clerk for the Justices of the Massachusetts Probate and Family Court in Suffolk, Middlesex, Bristol and Worcester Counties, where she conducted research on complex legal issues, wrote legal memoranda, drafted decisions, findings of fact, and conclusions of law while working under close supervision of the Justices. ...
Graeme S.R. Brown
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Belmont, MA Estate Planning Attorney
(617) 489-0817 464 Common St
#354
Belmont, MA 02478
Estate Planning, Business, Employment and Health Care
New England Law | Boston
David Altman
Claimed Lawyer ProfileBlawgsearchSocial Media
Cambridge, MA Estate Planning Lawyer with 19 years experience
(800) 481-6199 689 Massachusetts Avenue
Cambridge, MA 02139
Free ConsultationEstate Planning, Medical Malpractice, Personal Injury and Products Liability
Suffolk University Law School
Herbert Warren Cooper IV
Claimed Lawyer ProfileSocial Media
Wellesley, MA Estate Planning Attorney with 26 years experience
(781) 237-7766 8 Grove St
Suite 205
Wellesley, MA 02482
Estate Planning, Business and Real Estate
Boston College Law School
My practice focuses on assisting small businesses in their contractual, employment, and intellectual property legal needs, guiding couples and individuals through the estate planning process, helping fiduciaries and beneficiaries through the necessary tasks required to wrap up the affairs of a decedent, including preparation of estate tax returns, and assisting buyers and sellers of residential real estate in the purchase or sale of homes and houses.
(603) 369-3642 P.O. Box 4019
Concord, NH 03301
Anna Eckert Byrne
Claimed Lawyer Profile
Cambridge, MA Estate Planning Lawyer with 23 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.
Nicholas Keramaris
Claimed Lawyer ProfileSocial Media
Melrose, MA Estate Planning Lawyer with 12 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.
Kenneth Wacks
Claimed Lawyer ProfileBlawgsearchSocial Media
Lynnfield, MA Estate Planning Attorney with 39 years experience
(781) 584-8283 220 Broadway
#303
Lynnfield, MA 01940
Free ConsultationEstate Planning, Personal Injury, Probate and Real Estate
Western New England University School of Law and The George Washington University Law School
Thomas E. Hogan II
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 8 years experience
(978) 710-9987 738 Main Street #199
Waltham, MA 02451-0616
Estate Planning, Administrative, Employment and Family
New England Law | Boston
Attorney Tom Hogan practices in the areas of employment law, real estate, land use, and professional licensing. He is a graduate of the University of New Hampshire (B.A., double major in Russian and History, 2005 ) and New England Law | Boston (J.D., 2009), where he was a member of Phi Alpha Delta, co-chair of the Executive Office on Alumni Relations, and the Executive Budget and Appropriations Committee. Tom has a diverse array of experience in the field of administrative law. While a student, Tom served as a student law clerk for Administrative Law Judges in both the Appellate Tax...
John Farrell Jr
Claimed Lawyer Profile
Medford, MA Estate Planning Lawyer with 17 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...
Joanne Belasco
Claimed Lawyer ProfileSocial Media
East Boston, MA Estate Planning Lawyer with 24 years experience
(617) 991-8905 10 Bremen Street
East Boston, MA 02128
Estate Planning, Animal, Business and Elder
Suffolk University Law School
I graduated from Suffolk University School of Law in 1993, and from Boston College magna cum laude with a BA in Psychology in 1990. I have been a member of the Massachusetts bar since 1993. My legal experience includes litigation work as a staff attorney for the Boston Police Department’s Office of the Legal Advisor. During that time, I successfully argued a case before the Massachusetts Supreme Judicial Court and received two personal commendations from the Police Commissioner. After I left the BPD, I worked as a legal writer and Editor-in-Chief of Law Enforcement Publications at Quinlan Publishing, where I...
Gabrielle L. Denby
Claimed Lawyer ProfileSocial Media
Natick, MA Estate Planning Lawyer with 4 years experience
(781) 536-5830 2 Summer Street
Suite 19
Natick, MA 01760
Free ConsultationEstate Planning, Divorce and Family
Suffolk University Law School and Syracuse University
Attorney Gabrielle L. Denby founded The Denby Law Office, P.C. in October 2015, and represents clients in all areas of Family Law & Divorce Litigation, Probate and Estate Planning, and LGBTQ/Same-Sex/Non-Traditional Law in Natick, Massachusetts and the Greater Boston Area.

?While Gabrielle is a trial attorney and zealously represents clients in litigating divorce, complex and high-asset divorce, modification, contempt, custody, separate support, and paternity/parentage actions, she always aims to avoid unnecessary and costly litigation. Gabrielle is a strong advocate for alternative dispute resolution, including mediation and collaboration. Consequently, Gabrielle enters each case with the mindset of a negotiator so as to assist...
Emily Rabin Spector
Claimed Lawyer ProfileLII SilverSocial Media
Newton, MA Estate Planning Lawyer
(617) 795-2990 29 Crafts St
#420
Newton, MA 02458
Estate Planning and Probate
New England Law | Boston
Ramsey A. Bahrawy Esq
Claimed Lawyer ProfileSocial Media
North Andover, MA Estate Planning Lawyer with 38 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...
Matthew Morris
Claimed Lawyer ProfileSocial Media
Wellesley, MA Estate Planning Attorney with 8 years experience
(781) 997-1635 Kerstein, Coren & Lichtenstein, LLP
60 Walnut St., 4th Fl.
Wellesley, MA 02481
Estate Planning, Probate and Tax
Boston University School of Law and University of Maine School of Law
Matthew specializes in federal, state, and international tax controversy resolution. His practice areas include, but are not limited to, the following: The IRS Offshore Voluntary Disclosure Program (OVDP) and Streamlined Filing Compliance Procedures; non-filer representation; federal and state audit and collection defense; penalty abatement; Massachusetts sales, use, and income tax disputes; tax planning; federal and state tax litigation; estate planning; and probate administration. Before joining Kerstein, Coren & Lichtenstein, LLP, Matthew spent over four years representing individuals and businesses in a broad range of federal and state tax controversies. Matthew received his LL.M. in Taxation in 2009...
Mary Clements Pajak
Claimed Lawyer ProfileLII Silver
Newton, MA Estate Planning Attorney with 27 years experience
(617) 795-2990 29 Crafts St #420
Newton, MA 02458
Estate Planning and Probate
Boston University School of Law and Boston College Law School
Mary Clements Pajak, Esq., has over 20 years of experience. She began her legal career clerking for the Supreme Judicial Court of Massachusetts. She then practiced law for many years in the Private Client Department at Palmer & Dodge LLP (now Locke Lord Edwards LLP), a large (originally Boston-based) law firm concentrating in estate and trust planning and administration. From there she became the Northeast Regional Manager of the Estate Settlement Department and served as Vice President at Boston Safe Deposit & Trust Company (now BNY Mellon). Attorney Pajak then practiced law with...
Kathleen Lynch Moncata
Claimed Lawyer ProfileSocial Media
South Natick, MA Estate Planning Attorney with 28 years experience
Moncata Law Office, LLC
21 Eliot Street
South Natick, MA 01760
Estate Planning, Arbitration & Mediation and Elder
Northeastern University School of Law
I attended law school seeking to make the legal process less mysterious to non-lawyers. This philosophy still guides me now, over twenty five years later. I combine extensive legal experience and an understanding of the intensive role as a caregiver, especially to aging family members. My own caregiving experience informs my legal practice and the legal planning needed to provide the best possible outcome for families.
Ms. Franceska J. O'Reilly
Claimed Lawyer ProfileSocial Media
Wakefield, MA Estate Planning Lawyer with 8 years experience
(617) 680-3847 21 West Water Street
Wakefield, MA 01880
Free ConsultationEstate Planning, Business, Divorce and Elder
New England Law | Boston and National University of Ireland Galway
I practice elder law, family law, business law and do general practice work in both Wakefield, Massachusetts and Salem, Massachusetts.
Lawyer Rating
Claimed
Years Experience
Language
Other Filters

Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Carlisle Estate Planning Legal Aid & Pro Bono Services

AIDS Action Committee
(617) 661-2508
Cambridge, MA


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

Show More

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.