Carlisle Estate Planning Lawyers

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...

The law firm of George C. Malonis is a general practice law firm that focuses on obtaining justice and resolutions for Massachusetts and New Hampshire residents who need it most. With over 20 years of experience, and a highly trained and knowledgeable support staff, George C. Malonis works tirelessly to get the results you need and deserve. Attorney Malonis offers affordable and individualized representation because he and his staff believe everyone, from all walks of life and all financial backgrounds, deserves to have their rights fought for and protected. With dedication to the local community, Attorney Malonis can provide skilled...

Timothy F. Robertson is the Principal and Managing attorney of T FRANK LAW, PLLC, an estate planning and probate law office located in Charlestown, Massachusetts. Tim is admitted to practice law in Massachusetts, as well as the United States District Court, District of Massachusetts. He is a member of the Boston Bar Association's Solo & Small Firm Steering Committee, in addition to the probate, business, and taxation law sections of the Massachusetts Bar Association. Tim has served as an ombudsman for the Executive Office of Elder Affairs and also served on the City of Somerville's Human Rights Commission. He is...

Attorney Donna M. Quinn, an experienced Metrowest Attorney, is a graduate of the University of Massachusetts (B.A. Magna Cum Laude). She obtained her Juris Doctorate (J.D.) from New England School of Law and a Master Degree in Taxation (LL.M.) from Boston University School of Law. She has been a practicing attorney in the State of Massachusetts for over twenty five years and is a member of the Massachusetts Bar Association and the Real Estate Bar Association. Attorney Quinn’s practice consists of Real Estate Law, Conveyancing, Federal and State Taxation, Estate Planning, Wills, Trusts, Corporations, and LLC’s. She is admitted to...

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 practiced 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.

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.

PeggyAnn Wollman is an experienced attorney dedicated to providing service to those in cases involving real estate law, business law, landlord/tenant law, condominium law, trusts and estates, and probate.

She got her J.D. from Boston University School of Law and is an active member of the Real Estate Bar Association (REBA), the Boston Bar Association (BBA), and a title agent for First American Title Insurance Company.

Call or visit her website for more information on how she can help you.

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...

I have been in private practice exclusively in special needs law, elder law, and estate planning for 27 years. I have taught law school at the JD and LLM level since 2005, and recently stepped down as a full-time Professor and Director of the Graduate Program (LL.M.) in Elder Law and Estate Planning at Western New England University School of Law to return to full-time private practice as a partner at Special Needs Law Group of Massachusetts, PC (“SNLG”). I continue to teach in the LLM program at Western New England as an Adjunct Professor.

Let me tell you more about...

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.

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...

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.

John Martino is a general practice attorney who is experienced and knowledgeable in many areas of the law. His passion for his work is evident in his strong commitment to his clients. He and his team have a vast experience in many different areas of practice. He regularly provides representation to both individuals and corporations in residential and commercial cases. From family law to real estate and Estate Planning to Probate law, Attorney Martino is as comfortable in the conference room as the courtroom and offers personal attention and care to each and every client. Attorney Martino has successfully managed...

I practice elder law, family law, business law and do general practice work in both Wakefield, Massachusetts and Salem, Massachusetts.

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...

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 Jeffrey Glassman Injury Lawyers, 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 Jeffrey Glassman Injury Lawyers, Julie enjoys working with different clients every day and strives to provide each...

Keith E. Phillis focuses his practice on tax, corporate and renewable energy matters. His tax experience includes extensive involvement with the structuring and sale of investment assets in a wide range of industries. His corporate experience includes all aspects of business formation and governance, from start-ups to asset portfolios valued at over $500M. Keith's renewable energy experience extends to the identification, structuring, development, financing and sale of renewable energy projects throughout Rhode Island, Massachusetts and Connecticut.

Keith represents renewable energy asset developers and asset managers at all stages in an asset's life, from identification and due diligence of opportunities to acquisition...

I grew up in western Pennsylvania and graduated from Slippery Rock University (yes, there really is a Slippery Rock) with a degree in psychology and a minor in gerontology. I returned to Slippery Rock and earned a master’s degree in counseling gerontology. I spent two years in Maine working with adults with mental health issues before moving to Massachusetts. For many years, I worked as the director of a psychiatric day treatment program in the greater Boston area. During that time, I also filled in on an emergency services team doing psychiatric evaluations on persons of all ages who were...

Matthew G. Karr, Esq., is the founder and principal attorney of The Heritage Law Center, LLC—an estate planning and elder law firm in Woburn, 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 that’s easy to understand, and...

Over 20 years of legal experience. Her career has included the following areas of law: family law, estate planning, immigration, school disability law, labor and employment law, corporate litigation, bankruptcy litigation, workers’ compensation and collections law. “Special Needs Law Group has had the honor of serving hundreds of families in Massachusetts over the years, and Phyllis’ knowledge, passion and expertise will help us expand our reach so that more families have the support they need.” says the firm’s founder Annette Hines. Ms. Jones brings her strong advocacy skills to the practice along with her representation on a number...

My law practice is dedicated to improving the lives of special needs children and their families. My focus is on two primary areas: Education Law and Special Needs Estate Planning. In the area of Education Law, I represent students and parents to resolve education-related legal disputes as quickly and inexpensively as possible. I have successfully helped clients throughout Massachusetts and New Hampshire address a wide variety of school issues, including special education, IEP services and placements, 504 plans, discipline and disciplinary hearings, and bullying. Clients range from pre-Kindergarten through Graduate School. Disabilities of...

Estate Planning and Real Estate Attorney licensed in New Hampshire and Massachusetts.

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...

Craig C. Stern is a founding partner of Rodriguez Stern, and focuses on the firm’s civil, corporate, and estate planning practice. He has extensive experience representing individuals and businesses in all matters of litigation, including negligence and workers’ compensation claims, as well as forming corporations and limited liability entities, drafting contracts, and advising on general corporate matters. Attorney Stern is also highly experienced working with financial service professionals, including accountants and financial advisors, and assists their clients by drafting wills, trusts, and handling general estate planning matters. Prior to Rodriguez Stern, Attorney Stern worked as Corporate Counsel in the...

Brian Liberis is a Massachusetts estate planning attorney who concentrates his practice in trust and estate planning and probate administration. His experiences in both lifetime planning and post-mortem administration have given him a unique perspective into the planning process, allowing him to expertly advise clients and guide them during various stages of their lives.

Attorney Roderick S. Oreste is the principal attorney of Oreste Law. He received his Juris Doctor degree from Suffolk University Law School and holds a Bachelor of Arts Degree in Communications from the University of Massachusetts at Amherst. Before founding his law firm, Rod spent over 12 years working for New England's beloved baseball team, the Boston Red Sox. During his tenure there, he held several management positions in the Public Affairs department and acted as the Red Sox alumni liaison. He dealt with all issues concerning former Red Sox players and coaches...

With the founding of Kiley Law Group, Tom Jr. joined his father, attorney Tom Kiley Sr., as a partner in the firm. Demonstrating the same enthusiasm and commitment to the law as his father and his grandfather, Daniel P. Kiley, Jr., Tom has already established his own record, including six- and seven-figure results on behalf of his clients.

Crediting his father with teaching him that everyone deserves a fighting chance, Tom Jr. has devoted the majority of his practice to doing everything within his power to ensure that big insurance companies play by the same rules that the rest of us...

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.

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...

HOWARD S. GOLDMAN concentrates his practice in business law for closely held companies, real estate, litigation, conveyancing, condominium law, civil litigation, and financing. He is a lecturer for the National Business Institute and the Institute of Real Estate Managers, and is the editor-in-chief of The Community Association Institute and The Professional Planner. Mr. Goldman has been admitted to practice in both Massachusetts and Rhode Island. He is an active member of the Boston, Norfolk, and Massachusetts Bar Associations, the Massachusetts Academy of Trial Attorneys, Real Estate Bar Association, and the Attorneys Committee of the Community Association Institute. He is also...

The Needham, Massachusetts Law Office of Attorney Alan H. Segal has been providing legal services to the Greater Boston Massachusetts community for over 30 years. Alan and his associates through the years have provided legal consultation in the areas of Massachusetts real estate law, business law, and estate planning with a sincere, personal touch to their clients. Alan has appeared on local television, cable and the radio offering his insights on current legal issues. He and his staff understand that finding your way through the legal system can be a complex and overwhelming task. They take pride in being available when...

As a former professor of social justice and communication, I am passionate about affecting positive changes in the lives of others by helping them find legal solutions to their real-world problems - involving their family, their property, and their estate.